An Associate Partner Practice of St. James's Place Wealth Management

Joanne Easter Financial Planning

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 to ensure that both your family and your business is 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.

Employee wellbeing is now increasingly recognised by employers and research has demonstrated a clear correlation between wellbeing and performance in the workplace. Therefore financial education has been proven to reduce an individual’s stress caused by financial concerns, thus affecting their psychological wellbeing. I 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.

Additionally, I advise clients on mortgage requirements, helping the process to run as smoothly as possible at a very stressful time.

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

30 Lombard St, London, EC3V 9BQ

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

86 Melrose Close, Maidstone, Kent, ME15 6ZE

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

Advice & Services

We offer an excellent wealth management service which will help you achieve your 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 mortgages 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.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth
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 offered was of the highest quality. I would not hesitate to recommend her to anyone.
Keith Butcher | Maidstone
I found Jo very polite and professional with the advice she gave me. her advice was honest and fair and she made me feel at ease and confident with the product she was arranging for me. Jo explained products in a simplified way without using any financial terminology I wouldn't be clear about. I would be happy to refer Jo to my family and friends.
Sean Whitehead | Maidstone

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 £93 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.

Joanne Easter
Joanne Easter Financial Planning
079514 75137