Jo Waldern MSc (Econ): Independent Financial Adviser
Talk to me about: Investments, Pensions and Trusts for Wealth Planning
I enjoy what I do because: I can use my knowledge and extensive experience to help Surrey families.
Cats, Canines & Kids: Henry, my only son and heir is being expensively educated. Enough!
Hobbies: France, music, water sports, food, wine, diving, spas
Local tip: Start saving for a Surrey home early. Craft a plan.
Fun Facts: Sponsoring the first stages of Grange Park Opera in West Horsley has been a privilege and a highlight for me recently. A demi-Eden by the Surrey Hills. A five-storey opera house modelled on La Scala – and finished in a season. Its potential is enormous. Take a look on U-Tube.
It speaks to my love of beautiful Surrey countryside near my home in West Byfleet, restoring run-down country houses, encouraging musicians young and old, operas in prisons, and of blissful summer picnic evenings with my friends and colleagues. Get involved!
And then there is France. A run-down Mas in a hamlet miles from anywhere. 100 tons of limestone rock delivered and later perhaps, maybe, we will have a terrace to sit on this year. Perhaps….
If I didn’t work at Chevening I would be: a financial adviser- it is a part of me
What I’m looking forward to: becoming Chartered, (only 2 exams), working on more complex and large cases with friendly, good families and my team and thereby continuing to grow my business.