Key Services
Joanne is a highly skilled financial planner with 25 years’ experience in the industry. She offers a variety of advice, but has built particular specialisms in the areas of pensions, investments and estate planning.
Joanne is mainly based in the North East, but does also travel around the UK to meet with clients. Due to her continued dedication to provide the best & most up to date advice to her clients, Joanne regularly receives recommendations from clients.
Joanne says “I love helping clients to achieve their financial objectives and supporting them emotionally as well as financially on the journey”
Career Profile
Joanne joined Active Chartered Financial Planners in 2021 bringing a wealth of experience as a chartered financial planner.
Beginning her career at Yorkshire Bank in 1996 with Active’s director Paul Gibson, Joanne has (since then) worked as a financial planner at various other banks and well regarded independent financial planning (IFA) firms around the UK.
Joanne worked very hard to gain chartered status with the Chartered Insurance Institute (CII) in 2012, being one of the first female advisers to achieve this. Joanne has continued her study and since then gained qualifications in (the areas of) financial protection and equity release. In addition, she has also studied wills & probate helping her to see the ‘bigger financial picture’ for her clients.
“Jo has been excellent in providing me with the tailored and professional advice relevant to my individual situation. She has always been available and approachable. I’ve appreciated her advice. She is a credit to your company and I would readily recommend her to others. Thank you, Jo!”
Hobbies and interests
Outside of work Jo’s favourite thing to do is go on holiday to exciting destinations such as Mexico and Dominican Republic. She also tries to visit turkey once a year and learn a bit more of the language every time.
She enjoys spending time with her cocker spaniel Anna, and her two adopted cats Fagan and Fergie who are all black and white. The cats also love to come on walks which surprises the neighbours whenever seen!
Qualifications
– Financial Protection (RO5, 2018)
– Equity Release (ER1, 2015)
– Financial Planning Process (AF5, 2012)
– Financial services, regulation and ethics AFPC (RO1, 2010)
– Trust Planning AFPC (JO2, 2009)
– Personal taxation AFPC (JO1, 2008)
– Specialist pensions (K10 & K20, 2006)
– Pensions AFPC (G60, 2005)
– Taxation and trusts AFPC (G10, 2004)
– Long term care, life and health protection AFPC (G80, 2003)
– Supervisory and Sales Management AFPC (H15, 2002)
– Chartered Institute of Bankers: Banking Certificate (pass)
– FPC1, 1995
– CEFA2, 1997
– CEFA3, 1997
