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Jo Cargill

Independent Financial Adviser

As an independent financial adviser, my aim is to work closely with my clients to develop a trusted working partnership with them and their family, in order to deliver both excellent value and quality advice for the long-term.

I am able to advise on all wealth and financial planning areas which include helping clients with their investments, pensions (including Defined Benefit Pension transfers), protection, estate planning needs and long term care.

As an independent financial adviser, I work closely with my clients to understand their needs, objectives and aspirations to ensure that I am able to provide them with quality advice to meet their needs over the long-term.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management


Based in



Edinburgh, West Lothian

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