Joanne Easter Financial Planning logo

Joanne Easter

I provide financial planning advice to individuals and businesses both in Kent and around the City of London. My tailored advice aims to meet your personal and/or business objectives helping both your family and your business to be protected and financially secure.

About

I specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages on financial matters including pensions advice, investment, saving, estate planning and mortgages, ensuring the process runs as smoothly as possible at what could be a very stressful time.

In addition, I am also dedicated to offering both employees and employers in the workplace the opportunity to meet with me, either as a group, or individually, for a no-obligation initial consultation to discuss any financial concerns or queries.

Employee wellbeing is now increasingly recognised by employers as they can see a clear correlation between wellbeing and performance in the workplace. Therefore financial education can reduce an individual’s stress caused by financial concerns, thus affecting their psychological wellbeing. I also meet with company HR and Benefits and Rewards teams to produce bespoke solutions tailored to their staff to promote financial wellbeing and a happier workforce.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Promotions

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Advice & Services

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

Investment planning
We’re here to make the money you’ve worked hard for, work just as hard for you. Together, we will create a personal investment strategy, and a detailed plan to help you reach your personal goals.

Testimonials

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I can't praise Joanne's services highly enough. She takes a holistic view of your whole situation, assesses everything and then provides you with clear, reasoned recommendations for your consideration. She works in a very friendly but professional way that left me very confident that the advice o...

Keith Butcher| Maidstone

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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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.

SJP Approved 02/03/2023

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.