Joanna Green

Practice Manager

Jo Green is a trusted and meticulous leader with over 26 years’ experience working in Financial Services in New York, London, Guernsey and the South West. She has significant IFA experience which she took to Quilter PLC when they acquired the firm she worked for in 2018.


Jo is now Group Practice Manager and is responsible for Client Support in all sites, with responsibility for the day-to-day operations of the business across the Group. Jo is currently studying towards the Diploma in Regulated Financial Planning and in her own time enjoys going to the gym, paddle boarding and spending time with her partner and son, friends, and family.