Financial Planner

Financial Planning

Joanne provides clients with holistic financial planning advice encompassing retirement solutions, strategies for investments, estate planning, protection and savings.

After graduating with honours from Edinburgh University, Joanne joined Abbey National in 1998 as a graduate trainee and subsequently worked as a financial planner and a branch manager. In 2003, she joined MLP Private Finance as Head of Training and Competence. She joined Turcan Connell in February 2007.

Joanne is a Certified Financial Planner and a member of the Institute of Financial Planning. She holds the Advanced Financial Planning Certificate and Investment Management Certificate.

Accredited Specialisms:
Financial Planning