Joanne Kelly
Chartered Financial Planner, APFS
Joanne has a wealth of experience in the UK financial services industry. Starting her career in 1990 with a major life assurance company, she became an independent financial adviser in 2000, before joining St. James's Place in August 2016. With experience in both personal and business financial planning she has been providing bespoke financial advice to clients in excess of 30 years.
About
Joanne is dedicated to giving individual advice that is entirely focused on a client’s specific circumstances and needs – and objective, professional and efficient service that is delivered with a personal, friendly touch.
Having recently discovered that she is getting too old for the water slides at Centre Parcs, Joanne has now decided that lying on a quiet sandy beach on a remote Greek Island is her preferred holiday of choice. Outside of work, Joanne also enjoys long walks in the countryside, especially The Lake District, with the reward of a large glass of Rosé at the end.
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.
