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Jo Truby

Client Relationship Manager

Jo is a Client Relationship Manager within the Cooper Associates Wealth Management team.

Jo works closely alongside Cooper Associates Wealth Managers, assisting them by providing administrative support in the areas of investments, pensions and inheritance tax planning. Jo has a keen eye for detail and a passion for delivering excellent service to each and every client.

Prior to joining Cooper Associates Wealth Management, Jo has worked within several similar partner practices for the last 20 years. She has built up a good working knowledge of client servicing during this time.

Outside of work, Jo enjoys spending time with her friends and family, including her two children and grandchildren.

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