Joanne Reah

Technical Director

Joanne Reah is a Chartered Financial Planner who has been working for the company for the last 9 years. She started her career in Private Banking moving to Financial Planning in London before relocating to the South West in 2008. Joanne is responsible for the technical advice provided to clients of the group firms and for product research of non-standard investments. She is an expert in pension and later life financial planning and advises clients in this area. In addition Joanne manages the technical team who undertake planning research and the overall report writing to clients. Joanne enjoys spending time with her family. She also enjoys cycling and walking her dog Malcolm.