Joanne Roberts Independent Financial Adviser

Published / Last Updated on 25/02/2017

Joanne Roberts APFSJoanne Roberts - Director and Founder, ACoI, CeMAP, Cert MP & ER.
Chartered Financial Planner

Joanne Roberts - Managing Director, %%PARTNER_REGISTERED_NAME%%

Joanne Roberts is an Associate of the Compliance Institute, Associate of the Personal Finance Society (qualified by examination) and a Chartered Financial Planner.

Joanne is a nationally renowned, award winning independent financial adviser.  Joanne has worked in the industry for over 19 years.  She is a Principal, registered IFA, a registered supervisor and manager and a qualified and authorised individual to transact the specialist activity of pensions transfers advice.  Her principal role is that of Managing Director and Compliance Officer of %%PARTNER_REGISTERED_NAME%%, the authorised Independent Financial Adviser and owner of Need An Adviser.com, where she monitors, supervises, trains and establishes the rules and regulations that ensure our compliance with Financial Services Authority rules as well as UK and International Law.  Joanne also writes, maintains and updates Compliance Procedures, Reporting Procedures and Training & Competence Procedures.

Joanne appears frequently on radio, occasionally on TV and writes regularly for various newspapers and magazines and is one of the panel experts for Money Wise.

Joanne Roberts is a financial services legal expert and also specialises in:

  • General Financial Planning
  • Care Fees and Planning for the Elderly
  • Asset Protection, Taxation and Trusts
  • Investment Planning
  • Protection Planning
  • Inheritance Tax Mitigation
  • Mortgages, Lifetime Mortgages and Home Reversion
  • Financial Services Compliance and Regulation

Contact us for a no obligation, free consultation with Joanne Roberts (IFA).

 

Contact FinancialAdvice.net


Channels
Top