Jo Rutland

Operations Manager

Us, professionally

Jo oversees the day-to-day operations of the business, helping ensure everything runs smoothly behind the scenes for both clients and the wider team.

As Operations Manager, she plays a central role in the organisation of the firm, supporting areas including team coordination, client experience, marketing and compliance. Much of her work involves keeping important processes moving, maintaining high standards across the business and helping ensure clients feel well looked after at every stage.

Jo is highly organised, detail-focused and proactive in her approach. A large part of her role is supporting the wider team so they can continue delivering a calm, thoughtful and efficient service to clients.

The personal side of Us

Outside work, Jo’s life revolves around family, friendships, and making the most of time together.

Portugal remains a favourite destination, shaped by years of family holidays, good memories and watching her children grow up.

She values humour, good conversation and people who are genuine and thoughtful in the way they approach life.

Friends and colleagues know Jo for her calm nature, strong organisational instincts, and ability to help make even busy situations feel more manageable.

Dominic Hennessy
Dominic Hennessy
Financial Advisor & Managing Director
Graham Southwell
Graham Southwell
Financial Advisor
Max Newman Turner
Max Newman Turner
Client Relationship Manager
Jack Carter
Jack Carter
Mortgage & Protection Advisor

Meet the rest of the team

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