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Financial Planner

Joanne Brown

Financial planning

Areas of expertise

Due to my technical background, I have a good understanding and knowledge of investments, inheritance tax planning, pensions and trust planning, and I am well placed to help you on your Financial Planning journey.

Experience

Following the completion of my Masters in Law from Northumbria University, I joined Tilney (now Evelyn Partners) in June 2018, beginning my career as a diploma-qualified Paraplanner. 

I have continued with my studies, and I have now achieved the highest level of qualifications afforded to Financial Planners, which is the ‘Fellowship’ of Financial Planning. 

Notable client work and achievements

Achieving the CII Fellowship in Financial Planning before age 30

Professional qualifications and memberships

CII - Fellowship in Financial Planning

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