financial advisor at oakleaf independent financial services@ Oakleaf Independent Financial Services
West Yorkshire, Kirklees, United Kingdom
Jo Hovell
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英国诺森比亚大学
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FlashIntel GPTJo Hovell is a highly experienced professional with 18.7 years of work experience in various financial roles. He specializes in investments, retirement planning, long term care, inheritance tax planning, succession planning, estate planning, strategic planning, healthcare, banking, and assurance. Based in Leeds, United Kingdom, Jo has worked for reputable organizations such as Oakleaf Independent Financial Services, TCC Group, and Stuart Parker Wealth Management. He has a strong background in financial advisory, team management, and partnership management. With his expertise, Jo is well-equipped to provide comprehensive financial services to clients.
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Specialties: Some examples of existing services available include: - Investment for growth and /or income - Retirement planning - Inheritance tax and estate planning - Business assurance - Business succession planning - Personal and family protection - Long term care - Private client banking
Work Experience
financial advisor at oakleaf independent financial services
Financial Advisor
Financial Services
Jo Hovell's Professional Milestones
- Practice Manager (2005-01-01~2016-01-01): Optimized operational efficiency, enhancing team collaboration and contributing to organizational success.
- Practice Manager (2014-05-01~2016-12-01): Streamlined administrative processes, improving efficiency and facilitating seamless workflow across the organization.
Education
Nutrition
2002-2005Skill
Investments
Retirement Planning
Long Term Care
Inheritance Tax Planning
Succession Planning
Estate Planning
Strategic Planning
Healthcare
Banking
Assurance
Certification
Colleagues
Other Named Jo Hovell
Frequently asked questions
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Jo Hovell works for Oakleaf Independent Financial Services
Jo Hovell's role in Oakleaf Independent Financial Services is financial advisor at oakleaf independent financial services
Jo Hovell works in the industry of Financial Services
Jo Hovell's colleagues are David Wills,Emma Foulkes
Jo Hovell's latest job experience is financial advisor at oakleaf independent financial services at Oakleaf Independent Financial Services
Jo Hovell's latest education in 英国诺森比亚大学
