Jo Little

Non Executive Director at NextGen Planners

Jo Little began their work experience in 2010 as a Paraplanner at Emery Little. In 2014, they became a Director and Chartered Financial Planner at the same company, and in 2018 they were promoted to the role of CEO while still maintaining their Chartered Financial Planner position. Additionally, they held the title of Co-Founder and Chartered Financial Planner at Eelah from September 2017 to July 2021. Jo Little also served as a Non Executive Director at NextGen Planners starting from May 2020.

Jo Little attended the University of Nottingham from 2007 to 2010, where they obtained a BA Hons degree in Industrial Economics. In 2018, they obtained a certification as a Registered Life Planner from the Kinder Institute of Life Planning. Jo also holds certifications as a Chartered Financial Planner and a Fellow of the Personal Finance Society from the Chartered Insurance Institute, although the specific dates of obtaining these certifications are not provided.

Location

London, United Kingdom

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NextGen Planners

NextGen Planners Tech Stack is a fully integrated back office system and training that centralizes all of your processes. A back office solution for financial planning that comes pre-loaded with the financial planning process and workflows.


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1-10

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