She advises a range of directors and trustees on SSAS issues including scheme establishment, funding and contribution limits, retirement and death benefits and investments (such as loan backs, property purchase and borrowing).
Joanne’s years of experience have helped her to become a trusted consultant to a wide range of UK SSAS clients.
Joanne passed the Financial Planning Certificate in 2001 and has an HNC in Business and Finance. Her career in pensions began in 1992.
In 2002, Joanne joined our SSAS practice, when the Liverpool office was established.
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