Joanne Dale

Joanne Dale

Technical Support Consultant

A brief introduction

I work in the Technical Support Department in Swindon, predominantly providing support to Andrew Hunt.

My role involves undertaking reviews of client portfolios, carrying out product and fund research, producing financial reports and implementing recommendations.

Background

I graduated in 2013, having studied BA (Hons) International Business with Modern Languages at the University of Plymouth.  I immediately started my career in the Financial Services sector, working as an administrator and then developing into a paraplanner role in 2014, and have been enriching my technical and advisory knowledge ever since.

I joined Monahans Wealth Management in November 2017 and I am working towards my Diploma in Financial Planning with the Chartered Insurance Institute.

Expertise

Client Financial Reviews
Research
Financial Reports

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