Schroders Personal Wealth
Jo Clarke ACMA, CGMA, currently serves as a Finance Manager at Schroders Personal Wealth since March 2020, having previously held the title of Assistant Finance Manager. Prior to this role, Jo Clarke accumulated extensive experience at Lloyds Banking Group from April 2006 to February 2020, including 17 months in the Mortgages Income Reporting team and a year dedicated to statutory accounts. Jo Clarke has also functioned as an Analyst in Business Development Mid Markets, a Senior Analyst for executive reporting, a MI Consultant focused on resource reporting, and held various positions in MI analysis, HR operations, and banking, demonstrating a strong background in financial analytics and support across numerous functions and levels within financial services.
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Schroders Personal Wealth
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Schroders Personal Wealth is a joint venture between Lloyds Banking Group and Schroders – two of the UK’s largest names in banking and asset management. We were created to help more people across the UK benefit from financial advice. We have the advantage of solid foundations and a strong heritage. But we take a fresh, transparent and personal approach to financial planning. We aim to provide clients with clarity and transparency in everything we do. This includes using technology to explain how long-term financial planning can add value to people’s lives; to give people access to information about their financial wellbeing; and to communicate with their adviser when it's convenient for the client. Our heritage may be 400 years old, but our approach is built for the future.