Joanne Smyth BSc (Hons) DipPFS

JOANNE SMYTH FINANCIAL CONSULTANCY

07785 956 076

Joanne Smyth

 

Joanne obtained her BSc (Hons) from Queens University Belfast and worked in pharmaceuticals for a number of years before accrediting herself in regulated financial planning and embarking on a career in wealth management.

She is an appointed representative of St. James’s Place Wealth Management to provide a holistic approach to all financial needs.

With offices in Belfast and Crossgar, Co. Down, she is able to provide advice to clients across Northern Ireland and further afield.

Your home may be repossessed if you do not keep up repayments on your mortgage.

FCA regulated

Several years experience

No-obligation, one-hour initial consultation

Restricted advisor

Covers whole of Northern Ireland

 

 

Areas of expertise:

Savings & Investment Planning

Retirement Planning

Retirement Income

Inheritance Planning

Mortgages

LOCATION

 

Joanne Smyth Financial Consultancy

17 Downpatrick Street

Crossgar

 Co. Down

BT30 9EA

 

SERVICES

Joanne Smyth Financial Consultancy provides a broad range of financial planning services including:

Investment Planning & Savings

Retirement Planning

Retirement Income

Inheritance Planning

Mortgages

retirement planning

QUALIFICATIONS

Joanne has several years experience and is qualified to offer advice in a number of areas.

Bachelor of Science (Hons)

Diploma in Financial Planning (DipPFS)

 

qualifications

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The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
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