Jo Connolly

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Managing Director, The Compliance Partnership Limited. Jo provides bespoke compliance and business consulting services to financial advice firms across the UK. With nearly 30 years of experience in the financial services industry, she has led The Compliance Partnership for almost 20 years. Jo’s motto, "Working Together for Peace of Mind," reflects her commitment to collaboration and client assurance. She brings extensive expertise in compliance and communication, honed through her work with large insurance companies, medium-sized IFAs, and solo practitioners. Throughout her career, Jo has consistently engaged in diverse training roles, enhancing her ability to support and guide her clients effectively.

Jo's upcoming events

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Retirement Income Advice Thematic Review - What FCA Authorised Firms Need to Know - Learn Live

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Completing Client File Reviews - Best Practice for Financial Services - Learn Live

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Polluter Pays - Unpacking the FCA’s Proposals - Learn Live

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COBS Client Communications & Financial Promotions - What the FCA Expects - Learn Live

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COBS Suitability - For FCA Authorised Firms - Learn Live

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