Skip to main content
Jaci Knowles
As Head of Digital Marketing, I am responsible for developing and delivering our overall marketing strategy, ensuring it supports the company’s goals and vision. I also oversee our lead management and operational delivery team, focusing on connecting effectively with people looking for financial advice. By staying closely aligned with the needs of our clients and potential new customers, I ensure our marketing efforts remain relevant and impactful.
At work, I’m client-first. I am passionate about understanding clients and how TPO fits into their lives, ensuring marketing (digital or otherwise) adds real value. I’m driven by data and being able to measure results. Performance marketing has evolved digitally, but the principles haven’t changed!
I have over 25 years’ experience working in a variety of marketing roles, specialising in direct marketing and measurement. I started my career working in data analysis and targeting at Claritas UK working with charity and publishing clients, then as an account director for agency EHS Brann. I combined raising a family with working as a freelance marketing consultant, across new product and business development projects for a number of clients.
For the last 15 years I have specialised in financial services, leading acquisition and retention strategies, launching an online loan brand for Provident Financial plc (now Vanquis Bank) and developing a customer-first approach to digital. I joined TPO five years ago to set up and demonstrate the value of digital marketing in the wealth management sector.
When I am not at work
Outside of work, I’m family-first. I enjoy spending time with my husband and 3 children, who are all apparently funnier than me!
I’m often seen playing hockey followed by a dose of ibuprofen, or watching sporting fixtures at weekends. My piano provides a welcome detox from all things digital!
My qualifications
- DipIDM
|
|
We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development. This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership. |
FCA regulated
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view the financial services register to check that any firm is suitably authorised; The Private Office’s firm registration number is 789482
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.