Joanna Stuart joined the Danbro Financial Planning family in the spring of 2021 with a wealth of experience in the legal profession. With a degree in law and a masters in Legal Practice, Joanna’s passion lies in property and helping people move with confidence.
So, following our Mortgage and Protection Specialist Sharon’s arrival onto the team last year, Joanna is the perfect person to assist in the expansion of our business and the management of an exciting and burgeoning list of clients.
Away from Danbro Financial Planning, Joanna loves travelling - citing Turkey and Barbados amongst her favourite destinations - as well as spending time with her family and friends. Fun fact, Joanna’s sister, Sammie, heads up the People Team, the Danbro Group’s award-winning HR department.
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- As part of her new role supporting the department, Joanna shadows both Liam and Sharon; assisting with their extensive workloads and gaining invaluable insight and understanding of both the industry and our fantastic clients.
- Joanna takes care of things like data management and general administration. Her work is integral to DFP’s behind the scenes operation, ensuring we’re always on to of records and documentation.
- She also liaises with our para-planners to ensure steady workflow and outstanding client service. Her role is crucial to ensuring the smooth running of Danbro Financial Planning.
Joanna’s Favourite …
Binge watching Netflix series!