Jo has been with Para-Sols since 2010 and provides paraplanning support to our team.
Jo is one half of That Mint Podcast, a revolutionary look at finance. She won the Money Marketing Best Paraplanner award in 2016 and is regularly highly commended for her leadership qualities.
Outside of work, Jo can usually be found playing with her dog (Cedric Doggery), dancing northern soul, or drinking rum. Not always exclusively separate.
Get to know us
We are a dedicated team, working hard to help our clients reach their goals and aspirations through considered financial planning. Meet the rest of the team here.
Director, Independent Financial Planner
Director, Practice Manager
What our clients say
Philip helped me make my investments ethical when I realised that was something I really wanted. He has given me shrewd investment advice, but also encouraged me to enjoy my money. He helped me enormously through my divorce, from filling in the financial disclosure documents to organising a vital loan for me to help me pay the lump sum and keep my house. He's been absolutely brilliant, always going above and beyond.
Philip has helped us to come up with a financial plan to retire earlier than originally planned.
I had never been interested in financial planning before, nor had I ever had much in the way of capital that needed looking after. Philip was rigorous and helpful throughout, and very good at explaining things that I had never needed to think about before.
Philip provided a comprehensive life plan, along with advice in specific areas we requested. He also helped to consolidate and reinvest our pensions and savings. His service has been clear and professional.
Philip has really sorted out my anxiety about my finances, advising me on sensible, ethical investments that fit with my requirements. He's experienced, calm, kind and really takes care to emphasise that he's in this for the long term. He is always around to reassess priorities and to react to changing circumstances. Philip really cares about the peace of mind, wellbeing, and – of course – financial returns of his clients.
Philip encouraged me to think about my big financial goals . He created a financial plan for my life and advised me on how to protect the plan.
Philip helped me to get my thoughts in order, looked at my current pensions, investments, assets and commitments and mapped our very clearly how best, in financial terms, to prepare for the years ahead. He even made me realise I could retire a number of years earlier if I wanted too and that the financial plans I had in my head for the next 10 years or so didn't really make financial sense and proposed a much better plan for my current investments. Turns out I'm not as smart as I thought I was.
We feel like we're in safe hands and have made the right decisions with Philip's guidance.
Philip has given valuable advice on pensions, financial planning and above all reassurance.
Read what our clients have written about us on VouchedFor, the UK’s leading customer review site for financial planners, solicitors, accountants and mortgage advisers.
We're delighted that ValidPath has again been recognised in the FTAdviser’s Top 100 Financial Adviser list for 2023. Thera Wealth Management as a member of the ValidPath network is proud that this achievement recognises our commitment to providing best-practice and independent financial advice for our clients.