Professionally
Joanne has over 25 years of experience in office management, starting her career with a construction company before transitioning into financial services in 2015. She quickly progressed from an administrator to practice manager at a busy and successful independent financial advisory (IFA) practice.
After the advisers retired, Joanne joined one of the UK’s largest wealth managers, where she further honed her administrative skills in a corporate role. However, she found she preferred the boutique IFA environment, where she could offer a more personalised service, always prioritising clients’ best interests and outcomes.
Personally
When she’s not at work, Joanne enjoys walking her pampered pooch, Lola, along the seafront, watching football, or relaxing with her Kindle or a box set.