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

Joanna Toon Wealth Management Ltd

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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.
Joanna Toon

St. James's Place Wealth Management, Embankment House, Electric Avenue, Nottingham, NG2 1AS

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

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.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £87 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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: Vicarage Corner House, 219 Burton Road, Derby, DE23 6AE.
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Joanna Toon
Joanna Toon Wealth Management Ltd
07817 751483