Joanne joined our team in February 2018, having graduated from the University of Stirling in 2017 with a BA Honours in Criminology and Law. Joanne achieved the Chartered Insurance Institute’s Diploma in Regulated Financial Planning in August 2022 and will continue her studies by working towards the Advanced Diploma qualification in Financial Planning.

Joanne’s role is to undertake the day to day administration tasks to help support the financial planners provide clients with a highly personal financial planning experience. This includes collecting information from product providers about existing plans, processing new business & product servicing, as well as booking appointments.

Accreditations and memberships

  • Diploma in Financial Planning (DipPFS)
  • Member of the CII

Away from the office

Joanne is a current member of a singing group in Kirkintilloch alongside her dad, sister and aunt. Joanne’s home baking would make Mary Berry envious and she provides the team with goodies on a regular basis. Joanne also enjoys socialising and attending concerts, when she’s not in them herself!