Joanne Ellerby

I am a client focused financial adviser with 18 years’ experience in the financial services industry and a reputation for being approachable yet professional, delivering engaging and trustworthy advice. Throughout my career I have fought for fair outcomes for clients and I feel passionately about the importance of quality financial advice and the positive impact it can have on peoples lives. I started my career at The Financial Conduct Authority where I worked as a senior investigator in the Enforcement Division. I have since worked as a Senior Manager for EY, Head of Compliance Operations for a UK wide adviser network and run my own consultancy firm but advising my clients is where I feel I can add the most value to my clients lives and have the most impact. I work hard to make financial planning a satisfying and engaging process, allowing my clients to achieve their financial goals and take enjoyment from it. I work with a diverse range of clients, including individuals, business owners, families, who are at all stages of their lives to get the most out of their money and their future. I provide advice on investments and savings, pensions, insurance, estate and tax planning and take great pride in building long term client relationships. When not in work, I enjoy spending time with my family in beautiful Pembrokeshire. I can normally found running on the coastal path, on a paddle board, or on a wall outside some of the many coastal pubs in the county. I'm also a keen traveller and recently returned from around the world trip with my family. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx