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Jodie Watling

Jodie Watling MCSI

Operations Director

I am the Operations Director in Menzies Wealth Management, with over ten years’ experience in private client wealth management, including time spent as an investment analyst and a financial adviser.

I oversee the Client Services and Paraplanning teams and is responsible for the operations side of the business.

My key focus is on delivering quality client outcomes at every stage of the financial planning process, whilst maintaining the highest of industry standards.

Also, I am a qualified Financial Planner and hold both the CII Diploma in Financial Planning and the CISI Diploma in Investment Compliance.

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