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Cave & Sons


Jo Mara Financial Adviser at Cave & Sons


Welcoming


Jo Mara to the team


Jo has recently moved to Cave & Sons from another local fi rm and we could not be more thrilled to welcome her to the team. Jo has spent 30 years working in the fi nancial services industry, and


can off er expert advice on all aspects of fi nancial planning, including protection, pensions, investments and tax matters for both private and corporate clients as well as providing long-term income sustainability advice for those at retirement phase. Jo holds the Diploma in Financial Advice and the Pension Transfer Specialist qualifi cation and is a mem- ber of the London Institute of Banking and Finance. As demand for our comprehensive wealth management services continues to grow, Jo’s arrival will help us service enquiries from both new and existing clients. In uncertain times, such as those we all fi nd ourselves in currently, the importance of informed, impartial fi nancial advice cannot be overstated. Jo’s arrival and wealth of experience adds further depth to Cave & Sons’ highly regarded advice team.


To contact Jo Mara email jmara@caves.co.uk or call 01604 621421.


Simon Harvey Chief Executive


ALL THINGS BUSINESS


35


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