Joann MacKreth

WORK HISTORY

EDUCATION

ABOUT JOANN MACKRETH

After 20 years as a Secondary School teacher of English Language and Literature, I joined the financial services industry in 2018 looking for a new challenge. As a Chartered Financial Planner, I enjoy working with clients from all walks of life to explore and improve their positions. I’m committed to supporting my clients to reach their financial goals and work holistically with clients offering advice on retirement planning, investments, mortgages, insurance and inheritance tax planning. I’m passionate about my clients’ financial wellbeing so I seek to develop honest, down to earth relationships with each and every one, tailoring advice to suit their many and varied needs. I take time to get to know my clients in order to understand their hopes for today and the future. I am also keen to offer focused support to women on their financial journey as historically finance has not been prioritised for them and I seek opportunities to engage women of all ages with their finances to enable them to promote financial strength for themselves and their families. I am keen to develop relationships with:• You, if you need help or guidance on your pensions, investments, protection or mortgage• Solicitors/accountants who believe their clients need help with their financial planning.Outside of work, I enjoy healthy walks, yoga/pilates, an occasional trip to the driving range, and theatre, comedy and music!