For this addition of our Tenant Spotlight, we’re introducing Jo Pond from PIM Financial Services. Jo brings decades of experience to the financial services industry. She helps clients make confident decisions about their finances and future planning.
From mortgages to pensions, Jo focuses on providing tailored advice for every stage of life. Her client-first approach has helped build long-term relationships based on trust and recommendations.
To learn more about her business and career, we caught up with Jo and asked a few quesions:
What does your business do?
My business is all about financial advice. In simple terms, I help clients navigate their finances.
I ensure every aspect of their financial needs are met, from mortgages to pensions and everything in between.
What problems are you solving for your clients?
The main problems I solve involve creating tailored solutions for clients’ financial goals. This may include planning retirement, buying a home, or making their money work smarter for them.
What do you like about being based here?
Being based at Falcon House Business Centre in Plympton is a real pleasure. I’ve rented private serviced offices here for years and couldn’t be happier with the experience.
The environment is always clean, professional and well maintained. It’s a brilliant place for working and meeting clients.
What truly makes Falcon House special is a admin and reception team. They are always friendly, efficient and incredibly helpful. Every call is answered promptly and professionally. This creates a fantastic first impression for clients.
The building is also very accessible, with lifts, accessible toilets and dedicated parking.
I genuinely recommend Falcon House to anyone seeking a supportive, well-run and accessible office environment.
How did you get into your industry?
I’ve worked as a financial advisor for more than 30 years. I work solely on a recommendation basis. I’m also a qualified underwriter and have a fantastic team covering all aspects of financial services. This ensures clients always work with skilled professionals who meet their bespoke needs.
Do you have a hobby that’s completely different from your work?
Outside of work, I love scuba diving, especially shark conservation and reef cleaning activities.
It’s completely different from my daily routine, but it keeps me grounded and inspired.
Jo’s experience, dedication and client-focused approach continues to make a real difference for her customers. Were delighted to have PIM as part of our business community and look forward to supporting their continued success.
Keep an eye our for future Tenant Spotlight features as we continue to showcase our brilliant business based here!
If you’d like to find out more about what Jo does, you can head over to: PIM Financial Services
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