Who She Is

Jo is the third generation of ‘Littles’ in Emery Little, following in her Dad and Grandad’s footsteps. She shares her Dad’s passion for delivering excellence, and is calm, clear and focused. She has a unique ability to work through the complexity of a situation to reach the simplicity on the other side.

What She Does

Jo is a Chartered Financial Planner and became a Fellow of the Personal Finance Society at just 27. She then went on to complete the Mentorship programme with the Kinder Institute to become a Registered Life Planner (RLP). She looks to combine both her technical capability with the skills learned as a Registered Life Planner to help her clients build a life and financial plan around what matters most to them.

Jo also sits on the Board of NextGen Planners, a membership organisation focused on supporting quality education, innovation and diversity in the financial planning community. Jo is also a member of The Ideas Exchange, a mastermind group whose membership includes owners and decision makers of award winning financial planning firms, whose shared experience and ideas are constantly pushing Emery Little to improve client service and experience.

Jo’s True Wealth

Jo has a passion for good food, good company and travel, and has her own “Bucket List” where she looks to combine all three wherever possible!

In her own words...

In this blog, Jo talks about her journey to becoming Emery Little's CEO and the values she holds dear.