“I enjoy helping my clients to have clarity around their financial affairs, so that they can be confident in whatever life decisions they may be making. To be entrusted in this way is a real privilege.”
- Locations
- London, City
Joanna is an Investment Manager and Divisional Director in our London office, where she has worked since 2007. She manages tax efficient investment portfolios for individuals and multigenerational families, regularly through the use of trusts, SIPPs, ISAs and offshore bonds.
She has completed an Executive MBA from Cranfield University during her time at RBC Brewin Dolphin. Through this she carried out a research project on the role of Junior ISAs in helping to tackle financial illiteracy in the UK, identifying that attitudes and habits around money are formed from a very young age.
Joanna joined RBC Brewin Dolphin on the graduate trainee scheme. She has a Diploma in Investment Management from the Chartered Institute for Securities & Investment (CISI) and is a Chartered Fellow of the CISI. She is also an Affiliate Member of the Society of Trust and Estate Practitioners (STEP) and holds the STEP Certificate for Financial Services (Trusts and Estate Planning).