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Jo Gorrod

Director

Specialism: Trustees

Company: Oak Group

Location: St Helier, Jersey

Citywealth rating

3.666665
Average: 3.7 (3 votes)
Fee Level:
3.666665
Average: 3.7 (3 votes)
Quality of Advice
3.666665
Average: 3.7 (3 votes)
Communications Skills
3.666665
Average: 3.7 (3 votes)
Interpersonal Skills
3.666665
Average: 3.7 (3 votes)
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Peer review:

Jo clearly has an abundance of technical knowledge and is able to apply that in a straightforward, practical way which resonates well with her clients. She instils trust and confidence in her clients and commands the respect of her colleagues and peers.

31 Jul 2019

Peer review:

I have worked with Jo for a number of years. She is a delight to deal with - she is always fully briefed, efficient and discreet.

31 Jul 2019

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Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrenchfurnell@citywealthmag.com

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2019 

Jo Gorrod currently has no Citywealth award

Average client size: £5 million - £25 million

Fixed fee offering: Yes - Oak Group offers bespoke fixed fee arrangements

Oak Group

Number of offices globally: 1-5

Jo Gorrod currently has no contact details

Jo Gorrod is currently in no lists

Peer review:

Jo clearly has an abundance of technical knowledge and is able to apply that in a straightforward, practical way which resonates well with her clients. She instils trust and confidence in her clients and commands the respect of her colleagues and peers.

31 Jul 2019

Peer review:

I have worked with Jo for a number of years. She is a delight to deal with - she is always fully briefed, efficient and discreet.

31 Jul 2019

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrenchfurnell@citywealthmag.com

Jo Gorrod currently has no reviews

Contentious trusts

We were recently approached to take on trusteeship of a complex structure for an international high net worth family. The structure was largely invested in property both commercial and residential. The family were prompted to seek new trustees due to concerns over historic fee charging. Once we were appointed as trustee and following a detailed review of the files we initiated an action against the previous trustees, resulting in a significant settlement.
As incoming trustee we instigated a formal tax review of the structure in order to gain comfort that all historic filings were up to date and that the structure remained fit for purpose. The tax review has prompted a streamlining of the structure leading to a reduction in borrowing costs against residential property and an overall reduction in costs due to a simplification of the structure.