Paraplanner
Joanne works with advisers and paraplanning colleagues to deliver well-researched, practical planning recommendations for clients.
Jo is a Level 4 diploma qualified paraplanner with over 30 years' experience in financial services and a strong technical research and analysis background.
She is known for her eye for detail and positive attitude, and plays a key role in supporting successful outcomes for clients.
Outside work, Joanne enjoys time with family and friends, travelling, walking in the Lake District and attending live music events.
Contact Joanne: 07976 514 333 | joannec@burlington-fs.co.uk
Visit our dedicated contact page to send an enquiry and an adviser will be in touch directly to discuss how we can help you achieve your goals.
