Pension Specialist

Joanna Wilson

Joanna Wilson, Pension Specialist, Principle Investment Management
Meet the team

Joanna Wilson

Joanna joined in 2016 giving technical support and research to the advisers whilst also being the pension transfer specialist at the company. She has an eye for detail and assists with the behind the scenes client report building as the first steps to putting plans into action. Joanna has a wealth of experience in financial services having worked in the industry over twenty years.




Do you have a clear retirement savings target

Why cash isn't always King!

With global stock markets rising to record levels this year, attitudes towards investing make for interesting reading. New research suggests that…

Economic Investment Update - January 2021

In our latest monthly investment update for January 2021, we take a look at how the global investment markets, economy and commodities are…

Market Correction and Coronavirus

Market correction reminds us time in the market matters

The coronavirus crisis continues to bite with global financial markets experiencing another tough day.

Despite a coordinated effort from central…

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