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.
Likes:
Resources
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…
