Joanne Caddick DipPFS
PA to Chris
Joanne works with advisers and paraplanning colleagues to deliver well-researched, practical planning recommendations for clients.
More about Jo
Jo holds the Level 4 Diploma in Financial Planning (DipPFS) and brings over 35 years’ experience in the financial services industry. She has worked across a variety of administration roles over that time, including several years in paraplanning, and is known for her sharp eye for detail and her commitment to high standards.
Jo’s new role at Burlington sees her working closely with Chris as his Personal Assistant, a position she is genuinely looking forward to.
Outside work, Jo loves spending time with family and friends. Her great passion is live music, with a taste that spans everything from country to rock, and a long-awaited trip to Nashville firmly on the bucket list. She is also a keen traveller and loves nothing more than exploring new countries.
Contact Joanne: 07976 514 333 | joannecburlington-fs.co.uk
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