Client Area

Joanne Town

Senior Paraplanner

I specialise in all aspects of financial planning, providing clients with comprehensive support to make informed decisions. My day-to-day responsibilities include conducting research and preparing technical reports to guide clients in their financial planning. By ensuring clear and accessible communication, I help clients navigate complex financial choices with confidence. My role directly impacts the company by liaising with clients to make ensure they have all the information to make well-informed decisions about their financial future.

What's the Best Thing About Working at IFP?

The team is incredibly friendly and welcoming!

Now for the personal part…tell us about you

I am an avid reader and try to read two books per month. I enjoy walking with my dog and as I am new to the area, I am currently spending time exploring my new surroundings and meeting new people. I recently joined the gym and a walk and talk group.

Give us a fun fact

I lived in France for two years and whilst I was there, we hosted a glass walking event which I took part in.

What Our Clients Think About Us

    Andrew M

    An excellent service all round

    "An excellent service all round. We mainly dealt with Charlie and had help from Zoey too. Great knowledge and advice regarding pensions. Cannot fault it at all. If was possibly to give 11 out of 10 we would. Would highly recommend."

    Dawn T

    The whole process was very easy

    "The whole process was very easy, it wasn't made complicated and every single step was explained to me. A representative from Informed Financial Planning, came to my house, I didn't feel pressured and I could back out at any time."

    Michael K

    Most professional company I've dealt with

    "This is the most professional company I have ever dealt with in all of my 59 years they took the time to find out what my needs were & fulfilled all my wishes if I could give 10 stars I would."

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