namemark

Joanna Toon

DipPFS

Over the years, I have worked with the aim of delivering excellent client satisfaction, gaining numerous qualifications and experience along the way.

About

I have worked in financial services for over 25 years and have a wealth of experience across all financial areas, providing advice to business owners, directors, professionals and personal clients. I continually look for ways to enhance the level of service I provide to my clients and I was delighted to receive an invitation to establish my own business and join St. James's Place, one of the most exclusive and prestigious wealth management companies in the UK.

Working with St. James's Place allows me to focus on the development of long-term relationships with clients, helping them to secure the financial futures for themselves and their families.

Due to my strong client focus I am able to build my business solely on personal recommendations, from both private clients, business owners and other like-minded professionals. My clients are always keen to recommend me to their family, friends and colleagues so they too can benefit from the highest levels of personal service and sound professional advice they have received themselves.

Promotions

Item 1 of 4

Advice & Services

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

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

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.

SJPWM-Crop-Blue.svg

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 14/12/2023

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.

Joanna Toon Wealth Management Ltd is registered in England and Wales, Number 9125417. Registered Office: Foxhall Business Centre, Foxhall Road, Nottingham, NG7 6LH.