Home › Financial Planners › Joanne Dale

Based at

Shipman Wealth Management

Position

Financial Consultant

Serving clients in

Swindon, Chippenham, Cirencester, Marlborough, Cotswolds, Wiltshire

Joanne Dale

Financial Consultant

Joanne says the most enjoyable part of her role is bringing clients’ real needs into focus and tailoring a financial plan to help them achieve their goals. She aims to simplify the complex side of financial planning and help clients to better understand their own circumstances.

Joanne has been working in the financial services industry for the best part of a decade and has achieved Chartered status - the gold standard for financial planners. She specialises in retirement planning, intergenerational wealth management and supporting business owners.

Expertise in

Talk to Joanne, call Amber River today

0800 915 0000

Talk to Joanne, call Amber River today

0800 915 0000

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Find out more about Joanne and our Shipman Wealth Management team

Shipman Wealth Management is a leading wealth management firm based in Exeter, with an extensive presence across Southern England. We welcomed them to the Amber River Group in January 2021

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