Jo Gliddon
About Jo Gliddon
Having obtained over 25 years of experience of dealing with private clients with some of the most recognised banking names in the High Street, I have developed considerable expertise in the key areas of financial planning. I have always focused on building longer term relationships with my clients and
St. James's Place enables me to provide a wealth management service.

Not only do I help people to build and preserve their capital, but also ensure we protect it against risk. I can set up specific and bespoke Trust* and Estate plans, as this is an area I particularly specialise in.

I aim to develop deeper and lifelong relationships with my clients which enable them to secure their own and their family’s financial futures.

In order to be able to truly offer this level of service to my clients, the kind I would expect to receive myself, I set up my practice with St. James's Place Wealth Management. This enables me to offer a significant breadth and quality of service to my clients.





*Trusts are not regulated by the Financial Services Authority.
Working with other specialists
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