0208 166 7217
Based in Blackwall
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FCA Regulated
Joanne and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 11 June 2025
Joanne and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
4
Recent Client Reviews
Joanne has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Joanne has received 4 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: 08 May 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.
Qualifications Uploaded
Joanne has not yet added their qualifications to their profile
Qualifications not yet added
Joanne has not yet added their qualifications to their profile
Transparent Fees
Joanne has not yet added their fees to their profile
Fees not yet added
Joanne has not yet added their fees to their profile
14
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Joanne (based on 14 first impressions)
100% of users who are not yet clients had a positive first experience with Joanne
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Joanne (based on 14 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Joanne and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 11 June 2025
Joanne and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
4
Recent Client Reviews
Joanne has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Joanne has received 4 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: 08 May 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.
Qualifications Uploaded
Joanne has not yet added their qualifications to their profile
Qualifications not yet added
Joanne has not yet added their qualifications to their profile
Transparent Fees
Joanne has not yet added their fees to their profile
Fees not yet added
Joanne has not yet added their fees to their profile
14
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Joanne (based on 14 first impressions)
100% of users who are not yet clients had a positive first experience with Joanne
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Joanne (based on 14 first impressions)
Joanne’s career started back in 1997 in the Banking sector with Midland Bank (HSBC), where she developed an interest in the Financial Services industry, initially as a technical paraplanner and then became a qualified Independent Financial Adviser. She has gained valuable experience in the protection, pension and investment markets during the last 28 years, working with professional connections and developing relationships with their individual and corporate clients. Joanne specialises in pensions, investment and estate planning for individuals. Working directly with accountants for most of her career she also has a vast amount corporate clients. She works closely with her clients to ensure they create a bespoke financial plan and review this regularly to keep on top of changes both personal and external. It has always been important to Joanne to ensure that that her clients can concentrate on enjoying their lives with the peace of mind that their financial plans are being reviewed and updated where appropriate leaving no stone unturned. Joanne's thoughtful approach has enabled her to specialise in sensitive topics such as divorce or dealing with loved ones estates She lives in Canary Wharf with her Fiancé but is originally from Sutton Coldfield. In her spare time, she enjoys the gym, cycling and running. She has completed 23 marathons and multiple 100 mile cycle events. She plays golf badly and enjoys the theatre on a regular basis. Joanne has a passion for travel especially if this involves something active such as skiing.
£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 Joanne's clients
Based on responses provided by clients who have reviewed this adviser
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