About UsMeet Our Team
Joanne joined the team in February 2018, having graduated from the University of Stirling in 2017 with a BA Honours in Criminology and Law. Joanne is continuing her studies and has started working towards the Chartered Insurance Institute’s Diploma in Regulated Financial Planning. She is our newest graduate trainee and is already proving to be a very quick learner.
Why my job is important
“My 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. The more support I can give the financial planners, then the more time they have to spend with the clients talking about the important issues rather than filling in forms.”
“A good plan today is better than the perfect plan tomorrow. In other words, the sooner you start your journey to financial independence the quicker you are likely to arrive at your destination”
Joanne is a current member of the University of Stirling Musical Theatre Society. She is also a 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!