Hello, I'm Jo Connolly
With over 25 years experience in the Financial Services Industry, I have worked with large insurance companies, medium IFAs and one-man bands and have been dealing solely with compliance matters since 1998.
My disposition is friendly and calm and my work ethic is efficient and effective.
I am a CII qualified Financial Planner: I specialise in compliance. I am a Pension Transfer Specialist as well as holding a CII level 6 certificate in Senior Management and Supervision (change specialist). I keep up to date with industry goings on through constant study, research and seminars. I am passionate about education and present Finance Skills workshops in schools as part of the PFS Education Champions program.
Jo Connolly DipPFS
Call me on 07980 652 145
Key areas you may like help with
-
Business Coaching & Development
– I can tailor systems and structures in order to create
a sound vision for your firm's future - File Reviews - including Defined Benefit Transfers – The FCA are keen to see file reviews carried out independently
- Initial Risk Assessment / Compliance Audit – Helping your firm identify areas at potential risk
- Training & Competence Reviews and Money Laundering Awareness – Setting up procedures, or modifying processes, to work effectively for your firm
Peace of mind
The aim of The Compliance Partnership is to work with you so that both your income and your peace of mind can be maximised.
Based in Cornwall, The Compliance Partnership works independently, keeping up to date with industry rules and regulations. Contracts can be undertaken remotely or on site.
The Compliance Partnership's rates are reasonable, competitive and never fixed; so prices can be tailored to suit the needs of your firm.
I am an active member of the Association of Professional Compliance Consultants - regularly attending conferences and working groups - such as the Defined Benefit Working Group. The APCC works closely with the FCA.
Connect with me and my network on LinkedIn.