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Jo Clarke: Leading Financial Planning Services for Business Protection at Hentons

June 16, 2023

When it comes to financial planning and wealth management, having a skilled professional by your side can make all the difference. Meet Jo Clarke, the National Head of Wealth Management at Hentons, who brings over 23 years of industry experience and expertise to the table. With a passion for client-facing work and a focus on saving and making clients money, Jo and her dedicated team are leading Financial Planning Services for Business Protection at Hentons. 

“My role extends beyond mere numbers; it’s about supporting clients and saving them money through strategic financial planning. What I find most fulfilling is the client-facing work, where I have the opportunity to work closely with people and genuinely take an interest in their lives. With my skill set, connecting with clients comes naturally to me. I am dedicated to leading a close-knit team that is client-centric in every interaction. Together, we strive to make a positive impact and ensure our clients’ financial success.” – Jo Clarke

In this article, we will delve into Jo Clarke’s role at Hentons and explore the comprehensive range of financial planning services her division offers to protect and enhance businesses. 

Driving Organic Growth and Building a National Team

Jo Clarke joined Hentons in September 2022 as the National Head of Wealth Management. Her primary responsibility is to build a national team of financial advisers and drive organic growth across the office network by establishing strong relationships with accountancy partners. As a fully qualified Financial Services Manager with an outstanding track record, Jo is well-equipped to recruit, train, and lead a successful team of advisers. Additionally, she takes an active role in client work, leveraging her expertise to contribute to the growth of the business.

Expertise in Inheritance Tax Planning 

One of Jo Clarke’s areas of expertise lies in inheritance tax planning. By working closely with accountants and adopting a compliant approach, she supports clients in saving money on taxes and generating wealth through strategic financial planning. Her in-depth knowledge of inheritance tax planning enables her to provide tailored solutions that address the unique needs and goals of each client. 

Protecting Your Business with Business Protection Services 

Jo Clarke’s division at Hentons places a strong emphasis on business protection. She understands that running a business involves various challenges and risks, and being prepared for unexpected events is crucial. Business protection ensures that companies can continue operating with minimal disruption in the event of the death or diagnosis of a critical illness of a key member of staff or shareholder. 

Key Person Insurance 

Key Person Insurance is an essential component of business protection. It enables companies to safeguard themselves financially against potential losses resulting from the death or critical illness of a key employee. Jo and her team at Hentons help businesses assess their risks and tailor insurance policies that provide financial protection and minimize the impact on profits, recruitment, customer relationships, and business contracts. 

Relevant Life 

For smaller companies that may not qualify for larger group schemes, Relevant Life Insurance offers a cost-effective solution to provide life cover for employees. This benefit provides a lump sum payment to the employee’s spouse or family in the event of their death or critical illness. With tax efficiency for both the employer and the employee, Relevant Life insurance is a valuable offering that can attract and retain top talent. 

Shareholder Protection 

In businesses with multiple shareholders, Shareholder Protection is a crucial aspect of business protection planning. This insurance policy safeguards shareholders against the consequences of a co-shareholder’s death or critical illness. It allows the remaining shareholders to purchase the shares of the incapacitated shareholder at a fair price, ensuring business continuity and preventing conflicts or disputes related to ownership changes. 

Jo Clarke, National Head of Wealth Management at Hentons, is an accomplished and highly experienced financial planning expert who is leading Financial Planning Services for Business Protection. With her extensive background in the industry and a passion for client-facing work, she leads a dedicated team that provides comprehensive financial planning services to protect and enhance businesses. By offering services such as Key Person Insurance, Relevant Life, and Shareholder Protection, Jo Clarke and her team ensure that businesses are well-prepared to face unexpected events and continue operating successfully. To explore how Hentons’ business protection services can benefit your company, reach out to Jo Clarke and her team for a complimentary, no-obligation appointment at jo.clarke@hentons.com. 

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