Joanne Terry FCCA – Small Business Portfolio Manager
Jo joined the firm in 2001 as a Trainee Accountant and qualified in 2007 and obtained fellowship status in 2012.
During the first 9 years that Jo was with the company, she conducted and supervised numerous audits, prepared and reviewed a number of the larger clients’ Accounts, VAT, Management Accounts and was an Assistant to Partners Jo Brown and Elaine Beal, before earning a promotion to Client Manager, with a small portfolio of her own clients.
For the following 5 years, Jo then held a number of positions at a leading insurance intermediary. With positions in the Acquisitions and Due Diligence team, as Finance Manager and, subsequently, as the Business Accounting Manager, for a team of circa 50 Accountants of varied levels of experience. The role involved ensuring that all of the 73 business units delivered their monthly board reporting to their stakeholders and to Group to tight deadlines.
In 2016, after a period of maternity leave, Jo was pleased to re-join the team at the Sargeant Partnership as a Client Manager in our small business department, with particular responsibility for small limited companies.
Jo works Mondays, Wednesdays and Fridays.
In her spare time, she enjoys being active with her children Belle (5) and Blake (2) and catching up with her family and friends.