Jody is a Wealth Advisor at Womble Bond Dickinson, having joined the team in 2019. Jody specialises in providing advice to individuals, including those acting as Attorney or Deputy, trusts and companies and advises on a wide range of financial topics such as pensions, investments and taxation.

She works closely with the firm's legal and tax departments, and enjoys building long term and trusted relationships with her clients. Jody is a member of The Personal Finance Society and the Chartered Insurance Institute, and has a range of qualifications including a Masters in International Business Law and the Diploma in Regulated Financial Planning.

Her qualifications to date cover a wide range of financial planning needs such as portfolio management, retirement and Inheritance Tax planning and financial protection. She is currently working towards the Advanced Diploma in Regulated Financial Planning in order to obtain Chartered Status, with a particular focus on retirement planning, tax and trusts.