Joann is a Chartered Associate of the London Foundation for Banking and Finance who is committed to working with individuals, families and businesses to create financial plans to build and preserve wealth.

Working with other professionals; accountants and solicitors; she provides advice in investments, pensions and retirement, insurance(protection), intergenerational wealth(inheritance) and long-term care. She is always aiming to ensure her clients have understanding and confidence in their plans by cutting out as much jargon as possible and communicating on a human level. Her approach has developed strong ongoing relationships with existing clients feeling reassured that they have taken hold of their finances for the betterment of their futures.

On a personal level, Joann loves time with her family; being outdoors, walking and gardening and trips to the theatre too.