Qualifications

  • General Data Protection Regulation (GDPR) Practitioner

Jo Jones

Practice Manager

Qualifications

More about me

I’m delighted to introduce myself as the Practice Manager at Proposito, having joined the company at the start of 2026.
My role involves oversight for all things operational, including HR, IT, Marketing & Compliance. I act as an Integrator across the business, ensuring seamless operations while freeing up Huw and the rest of the team to focus on providing an excellent financial planning service to our clients.

 

 

My career journey to this point has always centred around IT, whether it be in digital product management, eLearning, client relationship management or transformation. Most recently I spent 11 years working at the Chartered Institute of IT, as Data Governance Manager, driving best practice across the organisation as well as ensuring the organisation’s compliance with GDPR.

What do you enjoy most about your job?

I love the variety of my role. Everyday is different and I love the challenge of continually trying to improve all aspects of the business

If you could give one single piece of advice to someone approaching financial planning for the first time, what would it be?

Trust the process, be open and honest and really search within yourself regarding what you want your future to look like

Tell us something people might be surprised to know about you…

I used to be an artistic swimmer for Great Britain and represented Team GB at the 1988 Olympics in Seoul, South Korea

When you’re not at work, where are we most likely to find you?

With the children now at University, life has a slower pace but our cocker spaniel Milo keeps us on our toes. I’ll often be found walking him across the fields or pottering in the garden

What one thing can you not get through your day without?

Starting the day with a hot shower and the perfect cup of tea

Meet the rest of your team

Meet the people who will help you achieve your financial and lifestyle goals.

Huw Jones

Director and Chartered Financial Planner

Jo Jones

Practice Manager

Sarah Egan

Paraplanner

Anne Manning

Administrator

View all
Proposito Financial Planning
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