Advanced Diploma Financial Planning (Financial Planning and Services)
2014 - 2018
International Compliance Association
Diploma (Governance, Risk & Compliance)
2015 - 2015
Cii
Dip PFS Level 4 (Regulated Financial Services)
2010 - 2013
ifs
cefa 1,2,3 ceMap
1999 - 2000
Sir William Perkins's School
1987 - 1994
Bournemouth & Poole College
City & Guilds (Photography)
2013 - 2013
Jo Eaton's Skills
Wealth Management
Pensions
Strategic Financial Planning
Investments
Retirement Planning
Holistic Financial Planning
Investment Advisory
Wealth Management Services
Retirement
Equities
Jo Eaton's Summary
Jo Eaton, based in Bournemouth, England, GB, is currently a Head of Transformation at HSBC, bringing experience from previous roles at HSBC. Jo Eaton holds a 1994 - 1998 BA(Hons) in Law @ University of Exeter. With a robust skill set that includes Wealth Management, Pensions, Strategic Financial Planning, Investments, Retirement Planning and more, Jo Eaton contributes valuable insights to the industry. Jo Eaton has 1 email on RocketReach.