Let’s get started by having a conversation

Contact us
About Us

Meet Joanne

Professional life …

With over 20 years' experience in financial services, starting Yorkshire Financial Planning has been a great privilege for me, and I've loved every minute of the journey so far. I believe everyone should have the opportunity to put themselves in a better financial position, so providing education on how to do this is a fundamental part of what I do.

I love being able to offer holistic advice but my passion has always been all things Estate Planning and consider this to be my specialist subject. Creating plans that protect assets, reduce tax liabilities and make clear final wishes are all part of what I enjoy.  I often think you don’t know what you don’t know! And if that’s the case how can you put yourself in a better financial position. Educating people is really key and I love the sense of achievement and pleasure in helping clients to plan for their future.

My career in Financial Services began in 2002 for Halifax Bank before moving on to Nationwide Building Society where I became qualified to give mortgage and protection advice. I transitioned to giving full financial advice to clients in 2007. Who would have thought that a degree in Hotel & Catering Management would have led to a career as a Financial Adviser! But, I like to think that I have now found my niche.

Working for a building society gave me strong foundations as a Financial Adviser. It was about doing the right thing every time. Being able to do the right thing in the right way is fundamental to how I work. Losing my mum at a young age gave me first-hand experience of why this is important as less than 12 months before losing her, my parents had been given financial advice that meant financially at least we had options and the opportunity of a future. I take my job incredibly seriously and understand the difference I can make by having the right conversations even if sometimes they are the really tough ones to have. My values and ethics led me to be nominated for ‘Employee of the Year’ and ‘Trusted Adviser’ National recognition on multiple occasions.

“A good financial plan is a road map that shows us exactly how the choices we make today will affect our future!”

Alexa Von Tobel

Personal life …

Having originally been brought up in the Midlands, I relocated to God’s country in the late 90’s and I am very proud to call Yorkshire my home. My favourite way to relax is painting so my home is a permanent project. Be it walls or furniture, there is always something getting sanded ready for a lick of paint! When I’m not painting, I’m in the kitchen baking or cooking. Experimenting with new recipes and flavours means dinner is always interesting.

Away from home I love spending time with my family. Whether that be day trips to the Rugby with my Dad or adventures with my sister Sarah and nephew Harry. Harry is a bundle of energy but time with him always leaves me feeling positive and more often than not absolutely exhausted! He loves our one on one time either playing games or exploring and our day trips out are always entertaining.

Other passions would include travel and exploring. I am not really one for sitting still so whether I am out walking, exercising, spending time with friends, tinkering with a project or dismantling and rebuilding something life is often a hive of activity. My time out invigorates me mentally and I always return with renewed enthusiasm and purpose.

Contact Us

Let's chat over a cuppa

Your Partner, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner’s privacy policy which can be accessed on their website and St. James’s Place Wealth Management plc’s privacy policy which can be accessed at www.sjp.co.uk/privacy

Review for Joanne

Reaching the age of 65 needed help with pensions and savings. Joanne has discussed with us our objectives, needs and circumstances before recommending a suitable investment plan. All our options and the details of the plan have been explained clearly so that we feel confident that we have made the right decision. The plan has only just begun but it is a relief to know that everything is in place for retirement and that annual reviews will ensure our finances are in order.

The reviews shown above have been gathered and displayed directly through
Vouched For and have not been verified by SJP.