Joanna is Financial Planner and Director of Financial Planning firm, Investment for Life. Joanna and her colleagues offer a comprehensive and bespoke Financial Planning service to all of their clients, successfully helping them to meet their goals.

Joanna has over a decade of experience as a paraplanner, previously taking part in the CISI Paraplanner Interest Group to support paraplanners and encourage newcomers to our profession. With her vast technical knowledge, she specialises in detailed analysis and projections to help clients meet their objectives and spends time developing resources for other planners to use as they complete their own training with the CISI. Outside of running her firm, Joanna sits on the Financial Planning forum for the CISI, is often invited to speak to her peers and is actively involved in supporting the Certified Financial Planner qualification in the UK.