Joanne Read
Chartered Financial Planner
Based in Central London, I provide wealth management advice to clients both within the City and the south east of England.
Prior to joining the financial services industry, I spent several years working for HMRC. As a consequence I have built a strong foundation in tax and financial planning using tax advantaged products, whether these be personal or corporate.
About
After leaving HMRC, I embarked on a career in financial services, I have provided advice on mortgages and corporate financial planning and more recently have specialised in Retirement Planning, Investment Planning and Estate Planning for the over 50’s.I have achieved the coveted Chartered Financial Planner Status and I hold specialist qualifications in Pension Transfers and Equity Release*, as well as The Society of Estate Practitioners Certificate for Financial Advisers in Estate and Trust** Planning.
I aspire to give clients peace of mind, understanding and clarity around their money and retirement. I strongly believe we can all become happy, and wealthy!
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and passion I have for financial services means I can offer a qualified, experienced and trusted service with integrity at the core of my advice.
Outside of my business, I am a keen hockey player.
Charity is also important to me and I regularly participate in overseas charity cycle rides to raise money for disadvantaged children. My most recent challenge took 6 days cycling 400miles through Vietnam and Cambodia.
*To understand the features and risks associated with such products, please ask for a personalised illustration.
**Trusts are not regulated by the Financial Conduct Authority
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
