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ABOUT

I specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages.  My services include pensions advice, pension review, investment, saving and estate planning.  I am also a fully qualified Mortgage Adviser ensuring the process runs as smoothly as possible at a very stressful time.  

There is a myth that financial advice should only be sought by the wealthy but this is not the case.  Financial advice and education is for everyone and it has been proven that by using the services of a Financial Adviser, it has been documented that wealth can be increased by approximately £47,000.

In addition, I am also dedicated to offering both employees and employers in the workplace the opportunity to meet with me, either as a group through tailored workshops, or individually, for a free initial consultation to discuss any financial concerns or queries they may have.

Employee wellbeing is now increasingly recognised by employers and research has demonstrated a clear correlation between wellbeing and performance in the workplace. Therefore financial education has been proven to reduce an individual’s stress caused by financial concerns, thus affecting their psychological wellbeing. With this in mind, I also meet with company HR and Benefits and Rewards teams to produce bespoke solutions tailored to their staff to promote financial wellbeing and a happier, more productive workforce..


Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
 

ADVICE & SERVICES

We offer an excellent wealth management service which will help you achieve your goals

For more Advice & Services

 click here

REVIEWS

See customer reviews below!

Keith Butcher

Oct 2020    

I can't praise Joanne's services highly enough. She takes a holistic view of your whole situation, assesses everything and then provides you with clear, reasoned recommendations for your consideration. She works in a very friendly but professional way that left me very confident that the advice offered was of the highest quality. I would not hesitate to recommend her to anyone

Sean Whitehead

April 2019

I would highly recommend Jo to anyone.  I have never used a Financial Adviser before and wasn't sure of the process, Jo explained things clearly.

She arranged my remortgage and saved me a huge amount each month meaning I could afford to take out protection as well. 

 
 

COMPANY INFORMATION

Registered Address

30 Lombard Street
London
EC3V 9BQ

Company Type

Sole trader

Company Industry

Financial Services