Current Role

Joanna is a Paraplanner and Trainee Financial adviser at the Harpenden branch with a keen interest in inheritance tax planning, equity release and pensions. Having gained the CISI Level 4 Diploma in investment advice and the CII certificates in Mortgage Advice and Equity Release, Joanna is now furthering her studies to become a Chartered Financial Planner.

Previous Experience

Joanna graduated from the University of Liverpool with a degree in Genetics before joining Bristol University as a Molecular Biologist.  She then became an Account Manager for a laboratory supplies company, having then built up extensive knowledge within the industry went on to became more involved with all aspects of the business.

Having long held an interest in personal finance Joanna entered the industry in 2019, joining the Lyndhurst team in 2021.

When not being a personal taxi service to her children or revising, Joanna enjoys cooking, going to the gym, dancing (it’s mostly the kitchen disco now) and trying new restaurants.

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