“At HomeServe Plc we’re making genuine progress with our Responsible Business initiatives, but we wanted to get our heads round how we were being evaluated by the ESG ratings agencies. JLC reviewed the major reports and added their judgement as former fund managers to give us a prioritised list of issues to address. Our small in-house team now has a clear “To Do” list, with a gratifying number of quick wins. Great value!”

“The last 5 years have been quite a journey for DMGT. You inherited a new CEO, new CFO and the best Head of Investor Relations.  Between you, Louise and Adam you guided us through the period of the most corporate activity imaginable!  And you did it with a smile and by putting your thoughts and insights across in a hugely collaborative way. Thank you and I hope we work together again.”

“The JLC team did an extensive review of our sustainable business strategy and worked with us to develop a refreshed ESG framework that reflected the areas where Pearson could make the most material impact as well as harness potential commercial opportunities. They reviewed data points and metrics and helped write the narrative supporting the new ESG framework for the Annual Report. They also asked us the tough questions that have informed not only our narrative, but our strategy. We now have a more robust, flexible framework, that helps us tell a strong, clear narrative.”

“We engaged with the JLC team to aid in our wider understanding of ESG to ensure we were delivering an effective strategy as a PLC at our level of organisation. This covered regulatory expectations, future outlook and changes along with stakeholder expectations.

The JLC team were excellent at delivering an effective insight into these areas to not only influence Director decision making, but also provide excellent knowledge and education at board level to make these decisions much more effective. We will continue to use the team going forward as a preferred ESG partner and key sounding board.”

“Without your guidance over the years, we wouldn’t have won the support from our shareholders for this massively value creating deal. We were always on point.”

“Joanna and the JLC team provided a great training session to our Board on the ESG landscape and I would thoroughly recommend them.  They really listened to the brief and took the time to understand the audience and tailored the content/delivery accordingly.  On the day there were a lot of questions but the team answered them with ease, truly demonstrating their knowledge and expertise. The feedback following the session was excellent and we wouldn’t hesitate using them again in the future.”

“I am very happy to endorse JLC for perceptive investor perception studies and the quality of analysis, including ESG, only former portfolio managers can produce.”

“Jo has advised DMGT for well over a decade and we have always appreciated her informed perspective and insight as a former portfolio manager. JLC have played a key role in ensuring that DMGT’s Investor Briefing events, results presentations and, critically, question and answer sessions, have been informative and professional. Jo and Louise have been trusted advisers and have always been highly responsive, no matter how tight the deadline. I would recommend JLC wholeheartedly.”

“I have worked with Joanna to produce Investor Perception studies and other projects for three different employers. Jo was thoughtful and measured as we set the study up. Each study benefitted from Jo’s affinity with the fund managers she interviewed, her expertise and knowledge of their world and her ability to ask the right questions, and follow up appropriately to their answers. Jo’s interview reports and overall findings were perceptive, instructive and to the point. She presents them quietly but authoritatively to senior managers and board members. I strongly recommend her.”

“I have worked with Jo since 2011, in my role as CFO at DMGT plc, Rolls-Royce plc and Ocado Group plc.

Over the last several years Jo’s advice, guidance and insight have proved to be invaluable. Jo has helped keep our investor relations on the straight and narrow allowing us to build credibility and mutual respect. Jo’s assistance has been particularly valuable in shaping our communication and interaction with shareholders.

Jo’s role as the ‘investor in the room’ helped us to see issues from the other perspective: the investors’. This has meant we have more clearly thought through and understood the implications of how strategic and financial information would be received. Jo has a particular aptitude for posing challenging and relevant questions to management and always demonstrates a great attention to detail with rigorous analytical skills. I personally found it extremely helpful to have Jo’s voice to remind me of previous messages and commitments and the need to constantly go back to these.

Finally, Jo’s attention to detail is second to none. She has that rare combination of being able to pick up on the finest point of detail, cross-checking comparative references for example, and yet also offer high-level strategic advice. This combination is rare and valuable.

I have thoroughly enjoyed working with Jo and have no hesitation recommending her to others. Jo’s no-nonsense style is just what a CFO is looking for!”

“I have worked with Jo in various corporate situations over the past two decades. It is clear that her deep-rooted understanding of how investors think and what they look for adds genuine value to companies seeking to strengthen relationships with shareholders. Jo and the team at JLC IR bring unrivalled buy-side experience and insight that is increasingly important for senior management teams to be able to access.”

“I worked for many years with Joanna during the time I was CEO of the Daily Mail and General Trust plc. She made a significant contribution towards helping us better understand the needs of analysts and investors, and to making our communications with them more effective. She successfully built and sustained a close and constructive working relationship with our corporate IR team and complemented that with effective coaching of executives responsible for creating and delivering presentations at events such as capital market days. Over time she and her colleagues became an indispensable part of our IR activities.”

“We engaged JLC to review our sustainability strategy during the latter stages of its development. Our main concern was that we ended with something that truly captured our approach, whilst delivering a clear, strong message to our stakeholders. Joanna and the team clearly took the time to understand our market and our company and provided recommendations on how to increase the impact of our strategy. We then continued to work with JLC, with their focus mainly on helping us to understand regulatory and market changes and fine tune our stakeholder communication. Throughout these activities, the JLC team demonstrated their in-depth knowledge of sustainability and were able to provide a valuable investor perspective.”