Jodie is a Director and Financial Planner at Menzies Wealth Management. She has over 15 years’ experience in private client wealth management having worked in both discretionary and advisory investment firms. Jodie is a firm believer in multi-faceted advice that incorporates both ‘Life Planning’ and traditional financial planning. Her key focus is helping clients to achieve their aims and aspirations by delivering quality client outcomes at every stage of the financial planning process.
Jodie also has a background in Employee Benefits, helping firms to deliver tailored benefit packages to acquire and retain talent. She is a qualified and experienced Compliance Officer, having held the Compliance Oversight and Money Laundering Reporting Officer roles at MWM for a period of 7 years.
Jodie is both a member of the PFS and a Chartered member of the CISI.