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JOANNE EASTER

> I provide financial planning advice to individuals and businesses both in Kent
> and around the City of London. My tailored advice aims to meet your personal
> and/or business objectives helping both your family and your business to be
> protected and financially secure.


E-Briefing Service
Email
Location : London
01622 477177
079514 75137
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ABOUT

I specialise in providing high quality personal advice on many aspects of wealth
management, advising clients of widely differing financial resources and of all
ages on financial matters including pensions advice, investment, saving, estate
planning and mortgages, ensuring the process runs as smoothly as possible at
what could be a very stressful time.

In addition, I am also dedicated to offering both employees and employers in the
workplace the opportunity to meet with me, either as a group, or individually,
for a no-obligation initial consultation to discuss any financial concerns or
queries.

Employee wellbeing is now increasingly recognised by employers as they can see a
clear correlation between wellbeing and performance in the workplace. Therefore
financial education can reduce an individual’s stress caused by financial
concerns, thus affecting their psychological wellbeing. I also meet with company
HR and Benefits and Rewards teams to produce bespoke solutions tailored to their
staff to promote financial wellbeing and a happier workforce.

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

The value of an investment with St. James's Place will be directly linked to the
performance of the funds you select and the value can therefore go down as well
as up. You may get back less than you invested.

More text


PROMOTIONS

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ADVICE & SERVICES

We offer an excellent wealth management service which will help you achieve your
goals

INVESTMENT PLANNING

We’re here to make the money you’ve worked hard for, work just as hard for you.
Together, we will create a personal investment strategy, and a detailed plan to
help you reach your personal goals.
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PROTECTING YOU AND YOUR FINANCES

Our insurance and protection products are designed to look after you and those
you love, should life take an unexpected turn.
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RETIREMENT PLANNING

We all want to make sure that we’ve got enough money for a long, comfortable
retirement. Having a detailed retirement plan in place will bring peace of mind
today, knowing you can enjoy tomorrow.
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MORTGAGES AND SPECIALIST BANKING

Finding the right mortgage for you can be a minefield. So we offer practical,
clear advice on mortgages, loans, and financing, plus access to specialist
banking services.
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CORPORATE SERVICES

SJP’s comprehensive range of Corporate Services helps entrepreneurs and
corporate directors manage their personal, business and employees’ financial
security.
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OTHER SPECIALIST SERVICES

Our network of professional specialists provides all the help and support you’ll
need with more specialised services such as Will writing.
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EXPLORING INTERGENERATIONAL WEALTH MANAGEMENT

Intergenerational wealth management helps families cascade their collective
wealth across generations to support each other.
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CALCULATORS

Use these calculators to help you determine more about your current or future
financial position.
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OUR INVESTMENT MANAGEMENT APPROACH

SJP chooses its external fund managers extremely carefully. Only those we
consider outstanding in their field manage our client funds.
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MORE ABOUT ST. JAMES'S PLACE

We’re not about selling products. Of course, we aim to achieve the best returns
and help you make the most of your money. But it’s not all we want. We’re
relationship-builders, ready with guidance and advice whatever stage you’re at
in your life. We offer a financial service that lasts a lifetime, and beyond.

OUR INVESTMENT MANAGEMENT APPROACH

A number of carefully selected external managers of outstanding ability manage
our client funds.

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ST. JAMES'S PLACE CHARITABLE FOUNDATION

The Charitable Foundation is the charitable arm of the St. James's Place Group.
Read More

AWARD WINNING SERVICE

It’s not all about winning awards, but we are pleased that we have been
recognised over the years, both by the wealth management industry but more
importantly, by you.
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ST. JAMES'S PLACE GUARANTEE

St. James's Place guarantees the suitability of the advice given by members of
the St. James's Place Partnership when recommending any of the wealth management
products and services available from companies in the group, more details of
which are set out on the Group's website.

SJP Approved 02/03/2023

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.

JOANNE EASTER

Joanne Easter Financial Planning
Contact
01622 477177079514 75137Contact online
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