Independent financial adviser, Edgewater Associates, has announced the appointment of Jo Dugdale to the position of Financial Consultant.
A graduate of Financial Services from Manchester Metropolitan University, Jo has 20 years’ experience in the financial services industry in sectors ranging from private banking to corporate lending and corporate services provision.
Her new role will see her work to expand Edgewater’s extensive client services portfolio and deliver consistent independent advice in line with the company’s strategy for growth.
Jo also has ten years’ experience in financial advisory in particular, both in the Isle of Man and in the UK, and holds a Level 4 Diploma in Financial Planning with the Chartered Insurance Institute.
Edgewater Associates is a locally based, independent financial adviser offering both corporate and personal advice with specialist areas including wealth management, retirement planning, mortgages, general insurance and financial protection.