Joanne Smyth
I take the time to look at your financial needs holistically and explore how we can help to get all aspects of your finances working effectively for you, whether that is through protection for you, your family or your business; or planning for your future through pension or investment planning.
About
Joanne got her Bsc. Hons at Queens University Belfast and worked in pharmaceuticals for a number of years before accrediting herself in regulated financial planning and embarking on a career in wealth management.
She is an appointed representative of St. James's Place to provide a holistic approach to all financial needs.
With offices in Belfast and Crossgar, Co. Down, we are able to provide advice to clients across Northern Ireland and further afield.
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Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
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.
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 01/05/2024
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.
