Joanna Bailey
Sandringham Financial Partners
Minimum savings/pensions: Over £50,000
Minimum mortgage: Over £250,000
0330 038 8941
Based in Bank
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Joanna is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joanna's status
Last checked: 29 April 2025
Joanna is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joanna's status
6
Recent Client Reviews
Joanna has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Joanna has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
7
Qualifications Uploaded
Joanna has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Joanna has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Joanna has not yet added their fees to their profile
Fees not yet added
Joanna has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Joanna is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joanna's status
Last checked: 29 April 2025
Joanna is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joanna's status
6
Recent Client Reviews
Joanna has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Joanna has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
7
Qualifications Uploaded
Joanna has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Joanna has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Joanna has not yet added their fees to their profile
Fees not yet added
Joanna has not yet added their fees to their profile
Having long held an interest in personal finance and investing I changed career in to the Financial Services industry in 2019. I enjoy helping clients achieve their goals by working collaboratively to produce a plan, which is understood, gives peace of mind their finances are being well looked after and suitable for their needs. Pensions and inheritance tax planning are areas I particularly like working on. I hold the required qualification for Financial Advisers with both the Chartered Institute of Insurance (CII) and the Chartered institute of Securities and investments (CISI). I have also completed further more in depth study and completed the Chartership exams with the CII.
Offers available through VouchedFor
Contact Joanna through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Joanna's clients
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