Joanne Hobson

About Me I’ve been in financial services since graduating university in 2003. I started as a mortgage and protection adviser before becoming a Financial Planning Consultant in 2009. Since then, I’ve had the privilege of supporting a wide range of clients — from families and business owners to those approaching or enjoying retirement. What I Do I provide expert advice across all areas of financial planning, including: Mortgages and protection Pensions and investments Tax-efficient strategies Business financial planning, including auto-enrolment guidance My goal? To help you make the most of your money and feel confident about your financial future. Who I Work With I work with a diverse range of clients, including: Families building wealth and planning for the future Individuals recently promoted and wanting to grow their finances wisely Business owners and company directors planning tax-efficient profit extraction Those managing inheritances or planning for care home fees Employers navigating auto-enrolment and workplace pensions Every client’s journey is unique, so I tailor advice to suit your individual needs, values, and goals. My Approach I understand that financial planning can sometimes feel overwhelming or complicated. That’s why I strive to be friendly, honest, and down-to-earth. I explain everything clearly, avoiding jargon, and work with you to build a straightforward, achievable plan. I believe great financial planning is built on strong relationships and ongoing support. Many clients appreciate the value I add — not just through technical expertise but through guidance and peace of mind. Together, we’ll work to keep your plans on track and adapt as your life changes. How I Help Whether you’re building security for your family, planning a business exit, or preparing for later life care, I use tools like cashflow forecasting to bring your financial future into focus — helping you make confident, informed decisions every step of the way.