Jo joined 2mtrust in 2020 and works directly alongside our mortgage and protection advisers, mainly with our Mortgage Manager, Dave Lange. With a wealth of knowledge and experience in Financial Services and paraplanning, she thrives on process and efficiency.

Having moved house more than once, Jo understands what is required to give our clients a smooth ride through the buying and remortgaging experience. Jo loves to get to know clients and build the relationships which enables her to give the best support, not only to clients but our Advisers too.

When not working, Jo loves going for a drive in her VW camper, Stanley to have a change of scenery and pace when she can. She also has a renewed love of horses since her teenage daughter has taken up riding.


Have Dave and Jo helped you with the process of purchasing a property or insurance? If so, we’d love to hear about it! Please leave a positive review on Google or email a testimonial directly to Jo.