# Jo Kurz Independent Financial Adviser

Jo Kurz is an Independent Financial Adviser based in Wisbech who specialises in personal, honest financial planning tailored to individual circumstances. She works with clients across all life stages, from early-career professionals to those planning retirement and legacy strategies.

The business serves individuals and families seeking guidance on pensions, investments, protection planning, tax strategies, and long-term care. Jo deliberately challenges the myth that financial advice is only for the wealthy, making planning accessible and achievable for everyday people. She explicitly rejects the transactional, high-pressure sales approach common in financial services, instead positioning herself as a trusted advisor and sounding board.

What sets Jo apart is her genuine availability and approachability. She operates without restrictive one-meeting-per-year models and doesn't charge for follow-up questions, recognising that life doesn't follow schedules. Her client-centred philosophy emphasises clarity over jargon and support over selling. She also leverages a trusted network of local accountants and solicitors, connecting clients to specialists when needed.

Recent accolades—Silver in SME Cambridgeshire Business Awards 2025 (Business Woman of the Year) and Gold in Prestige Financial Advisory Services Awards 2025/26—validate her professional standing. Jo's personal experience as a parent informs her understanding that financial planning must remain flexible and human-centred, with honest conversations always prioritised over convenient silence.