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.