Jo McCreadie


At work

As a Client Service Associate at Henwood Court Jo will provide full administration support to Financial Planners and Associate Planners as required across the office.

Jo has worked in a variety of Financial Services roles both in South Africa and UK, including Banking, Merchant Banking for last 41 years. Experience of working at Provider Platform firms before working int Financial Planning administrative roles for last 5 years.


At home

Away from work Jo is an avid ‘Armchair Sport Watcher’, especially football and cricket. She also has an interest in History.  Where possible likes to spend time with grown up niece and nephews. She is also an animal lover especially dogs. Although as now lives in a flat her brother regular brings family dog for a visit.

Spotlight questions

Getting to know

What do you enjoy most about your job?

Variety of tasks, learning every day.

What motivates you at work?

Doing best I can to support and be part of a Team.

Who inspires you? Why?

My brother. Bringing up his 3 children, mostly on his own, whilst also suffering with MS.

Tell us something people may be surprised to learn about you…

Arsenal Fan. Used to own Scottish Terriers and participated in Dog Shows.

What’s at the top of your bucket list? To be healthy.

To be healthy.

contact us

We’re here to help

0121 313 1370
The Cruck Barn
20 Country Park View
Sutton Coldfield
B76 1TE