Meet The Team

//Jo Waldern MSc
Jo Waldern MSc2018-05-19T16:08:12+00:00

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.