Jodie joined Libertas in 2015 and has a wealth of experience in various client services roles. Jodie is responsible for the operational management of our systems and controls, which ensures the needs of our clients can be dealt with effectively and efficiently.

Jodie supports the advisers by carrying out a wide range of paraplanning duties specifically the intensive research and technical analysis of tax and investments. She also works closely with Sarah, dealing with all aspects of administrative support and ensures that information our clients receive is clear and concise.

Outside of work, Jodie enjoys spending time with her family and friends and visiting new places.