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Joanna Stuart

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.

 

Contact Joanna Today

joanna.stuart@danbro.co.uk

Joanna’s Day-To-Day:

  • 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 …

City?

London.


Film?

Pearl Harbour.


Food?

Italian.


Sport?

Swimming.


Pastime?

Binge watching Netflix series!

 

Important Information

The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. Investing in shares should be regarded as a long-term investment and should fit in with your overall attitude to risk and financial circumstances.

The Financial Conduct Authority does not regulate tax advice.

Danbro Financial Planning Limited is an appointed representative of the Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority. Danbro Financial Planning Limited is entered on the FS Register (www.fca.org.uk/register) under reference 796167. The information contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services business aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

Company number 11009261 registered in England. Danbro Financial Planning Limited Registered office address: Jubilee House, East Beach, Lytham St. Annes, United Kingdom, FY8 5FT.