A Partner Practice of St. James's Place Wealth Management

Joanna Toon Wealth Management Ltd

Joanna Toon

DipPFS
Over the years, I have worked with the aim of delivering excellent client satisfaction, gaining numerous qualifications and experience along the way.

About

I have worked in financial services for the last 25 years and have a wealth of experience across all financial areas, providing advice to business owners, directors, professionals and personal clients. I continually look for ways to enhance the level of service I provide to my clients and I was delighted to receive an invitation to establish my own business and join St. James's Place Wealth Management, one of the most exclusive and prestigious wealth management companies in the UK.

Working with St. James's Place allows me to focus on the development of long-term relationships with clients, helping them to secure the financial futures for themselves and their families.

Due to my strong client focus I am able to build my business solely on personal recommendations, from both private clients, business owners and other like-minded professionals. My clients are always keen to recommend me to their family, friends and colleagues so they too can benefit from the highest levels of personal service and sound professional advice they have received themselves.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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.

Joanna Toon Wealth Management Ltd is registered in England and Wales, Number 9125417. Registered Office: Foxhall Business Centre, Foxhall Road, Nottingham, NG7 6LH.