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Jodie Watling

Jodie Watling MCSI

Operations Director

Jodie is a director at Menzies Wealth Management with over ten years’ experience in private client wealth management. Jodie oversees our operations with a key focus on delivering quality client outcomes at every stage of the financial planning process, whilst maintaining the highest of industry standards. Jodie’s role also encompasses Compliance Officer, maintaining oversight of all regulatory matters.

Jodie is a qualified Financial Planner and holds both the CII Diploma in Financial Planning and the CISI Diploma in Investment Compliance.

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