We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth
- Investment Planning
- Retirement Planning
- Protecting You & Your Estate
- Tax Planning for Private Clients
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I have worked in financial services since 2006 and provide broad based advice to business owners, professionals and retired clients. I help you with practical solutions to the financial issues that concern you the most.
As an Associate Partner Practice of St. James’s Place Wealth Management, my emphasis is on maintaining a long term relationship with my clients and to provide my clients with a source of trusted advice as their circumstances evolve. I work with many clients in London and surrounding counties.
White Lotus Wealth Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website http://www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Jo has been a Director and Chief Executive of the Wilderness Foundation since 2004, but has been involved as Projects Director and Project Coordinator since 1998.
South African by birth, Jo has enjoyed a rich life of wild places in many parts of Africa as she grew up. She trained and worked as a Social Anthropologist during the time of Apartheid, working mainly with rural communities. Understanding and measuring the effects of value on wellbeing and encouraging people to respect and understand the value of wilderness and nature lies at the heart of her passion in her work.
Jo focuses on the effects of wilderness on developing sound youth leadership built on environmental awareness and ethics, and developing positive wellbeing and mental health in young people who are vulnerable or at risk.
Using the extensive wilderness network and her close link to South Africa and programmes running there, she merges best practice from around the world into creative programmes that suit British climate and culture.
Over the past 20 years, Jo has established a wide range of programmes within the Foundation to meet these needs of nature connections, individuals and society as a whole. These include Wild Swans women’s leadership, Sirius Environmental Leadership Programme, TurnAround Programme, Out There Programme and the Chatham Green Education Programme. Jo has been a passionate advocate for the Imbewu Programme in South Africa, and in 2014 launched a Scottish programme to mirror this. Jo also leads the South Africa wilderness trails out reach – keeping her love of the wild intact and sharing this with others.
Jo is a Master NLP Practitioner and Advanced Psychotherapeutic Counsellor. She uses her skills in behaviour change facilitation and motivation across the board, with a particular focus on the outdoors.
Wilderness Foundation is a charity based in Chelmsford which offers a range of mental health and wellbeing services for young people and adults, alongside supporting companies with leadership, team building and environmental CSR programmes. We would like to let more people know about us through networking so that more people can access and benefit from our services.