top of page
Meet The Team
Joanne Dale
I enjoy interacting with clients from all walks of life, finding new ways to address planning needs in an ever-changing environment and helping to simplify the complex world of tax planning and general financial planning for clients. I specialise in intergenerational wealth planning, tax planning and pension planning.
Outside of work I enjoy netball, running, countryside walks with my family.
Chartered Financial Planner
bottom of page