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 enjoys 20 years’ experience in the financial services industry in sectors ranging from private banking to corporate lending and corporate services provision. Her appointment will see Jo work to expand upon Edgewater’s already 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 looks forward to bringing her expertise to a broader client base. An enthusiastic and committed professional, she holds a Level 4 Diploma in Financial Planning with the Chartered Insurance Institute and maintains a focus upon greater opportunity for additional personal development. In her new role as Financial Consultant, Jo will join Edgewater’s existing team of advisers in working to provide the best possible advice for local and international clients in such service areas as wealth management, retirement planning, commercial and general insurance, business protection and mortgages.
Commenting on Jo’s appointment, Managing Director Sandra Cardwell said: “Ours is a complex and constantly changing industry which demands close attention to and an acute understanding of client needs, so the opportunity to appoint someone with Jo’s talent and experience is very welcome. She has an outstanding professional reputation coupled with an approach to client connections which makes her the perfect addition to Edgewater Associates’ expanding team. On behalf of everyone here I would like to congratulate Jo and welcome her to Edgewater as we embark upon another challenging year whilst seeking further growth and success for the company.”
Also commenting on her appointment, Jo said: “Having accumulated a considerable amount of experience in the financial services and advisory sector, I am looking forward to growing my expertise through a broader client base. Edgewater has an excellent reputation within the industry and I am here to help grow this further. This can only be achieved with consistency and attention to detail, meaning I will need to quickly become familiar with the company’s product range and particular way of doing things. This, however, is all part of the challenge and prospect of a new role, which I’m sure I’ll enjoy. I would like to thank the Edgewater team for their warm welcome.”
Edgewater Associates is a locally based, independent financial adviser offering both corporate and personal advice. Specialist areas include wealth management, retirement planning, mortgages, general insurance and financial protection. Edgewater Associates is also a part of Manx Financial Group PLC (formerly Conister Financial Group PLC), which has provided a wide range of financial services to the local Isle of Man market for over 75 years.
Photo - Jo Dugdale.
