Jo-Anne Smithson
bursar at manor lodge school ba dunelm fca dippfs certcii mp @ Manor Lodge School
Watford, Hertfordshire, United Kingdom
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Jo-Anne Smithson is a highly experienced professional with 36.8 years of work experience in strategic financial planning. Currently, she serves as the Chief Executive at Investors Planning Associates Ltd in Rickmansworth, United Kingdom. Throughout her career, Jo-Anne has held various positions in the financial services industry, including Bursar & Clerk at Lochinver House School and Ipa Integration Director at Succession Wealth. She also has experience as a College Accountant and a Financial Analyst. Jo-Anne's expertise and extensive work history make her a valuable asset in the field of financial planning.
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Emails and Phone Numbers

@lochinverhouse.com
@manorlodgeschool.com
@investorsplanning.co.uk
+44 170764****
+44 170765****
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About

Chief Executive at Investors Planning Associates Ltd, Rickmansworth

Work Experience

Manor Lodge School , Rectory Lane, Ridge Hill, Shenley, Radlett, WD7 9BG, GB

Education Administration Programs

37
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Jo-Anne Smithson's Professional Milestones

  • Bursar | Clerk To The Governors (2020-08-01~): Streamlined financial reporting processes, resulting in improved accuracy and efficiency during the governor's clerkship.
  • Chief Executive (1998-01-01~): Driving strategic initiatives and fostering a culture of growth and innovation in the powerhouse.
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Education

英国杜伦大学
英国杜伦大学

Geography

1984-1987