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0800 028 3142

Jo McCormick

Independent equity release adviser CeMAP CeRER APFS
Jo McCormick


Having spent 10 years advising clients of both NatWest and Santander on their pensions, investments and life insurance, I moved to Coutts where I spent several years in compliance checking estate planning, retirement advice. More recently I gained my equity release qualifications, an product I really have a passion for.

My north star

I’m truly passionate about equity release and the tangible difference it can make to my clients’ lives. I love helping clients navigate through what can seem big financial decisions and do so with patience and empathy. I’m happy to visit clients at home or chat over the phone / by video.


As a financial adviser at Santander I attended achiever award trips in New York and Monte Carlo, as well as cheering on Lewis Hamilton in his first grand prix win in Montreal. This success led me to Coutts where I continued my professional qualifications and achieved Chartered Financial Planner status.


I live in Surrey with my husband and two young children who take up most of my free time! My father and I are West Ham fans and try to get to a match once a season. I also love watching stand up comedy on a rare night out.

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What our customers said about Jo

I want to say thanks for the excellent service I received, Jo gave me help and advice with a smile.
Mrs F - Camberley, Surrey