Jo Mara
Chartered Financial Planner
I joined the Ellacotts team in 2022 having worked as an Independent Financial Adviser for the Wealth Management arm of a Stock Broking firm in Northampton.
I have worked in the financial services industry now for over 30 years, providing advice on all aspects of financial planning including, personal and business protection, pension and retirement income planning, investments, inheritance tax planning and long-term care funding, with a particular focus on tax mitigation and capital protection.
I pride myself on delivering a full holistic service and believe that developing strong and trusting long-term relationships with my clients ensures that the very best financial planning outcomes can be achieved.
I hold the Advanced Diploma in Financial Advice and Certificate in Long-Term Care Planning and am a Chartered Associate member of the London Foundation for Banking & Finance
Socially I enjoy spending time with family and friends, taking holidays, mini breaks, and country walks with my two cocker spaniels, preferably with a pub en route.
Our clients
We realise that accounting, tax and business advice is different for everyone. We work closely with our clients to develop solutions tailored to their specific circumstances and designed to enable their success.
Ranging from owner-managed businesses looking to start out or grow, individuals planning their family’s future, to multinational organisations with audit needs, our clients each have very specific requirements. Our specialist accounting, tax and financial planning teams are committed to helping them achieve their objectives at every stage in their journey.
Business services
We can provide specialist accounting, taxation, assurance and business advice amongst other business services to enable your company to grow and maximise its potential.
You & your family
Whatever stage of life you are at, we can provide tailored financial advice to your circumstances. Ellacotts can help you plan for the future and enable you to make the best decisions for you and your family.
Online accounting
Our online accounting solutions will transform the way you run your business, from automating time-consuming tasks, having access to your finances 24/7, to in depth reporting to empower you to make informed business decisions.
Who we help
Industry specific expertise
Ellacotts provides a full range of high quality services across the board. However, over the years we have developed particular expertise in a number of specialist sectors.
Contact us
Have a question or need to get in touch?
Our accreditations
We are proud to be recognised as a Top 100 Accountancy firm in the Accountancy Age 2023 survey. We are longstanding and active UK200Group members, and affiliate members of AGN, an international association of accountants. We have One Star Best Companies status, reflecting our commitment to being a great workplace. As a Xero Platinum Partner, we are dedicated to supporting our clients in online accounting.
Banbury
Countrywide House
23 West Bar Street
Banbury
Oxfordshire
OX16 9SA
T: +44 (0)1295 250401
Birmingham
Kettering
2700 Kettering Parkway
Kettering Venture Park
Kettering
Northamptonshire
NN15 6XR
T: +44 (0)1536 646000
