Who We Are

Joanne Reah

Joanne Reah

Head of Private Clients

Qualifications
Certificate in Financial Planning
Diploma in Regulated Financial Planning (Level 4)
Advanced Qualifications in: Taxation and Trusts, Pension Transfers and Financial Planning Process.

Specialisations
I specialise in providing technical advice for High Net Worth clients, with a particular interest in income and retirement planning.  Prior to joining Chetwood Wealth Management I worked as a Wealth Manager for SG Hambros Private Banking in London.  I am responsible for our High Net Worth client service proposition and I am also a member of the Investment Committee.    

Interests
My main interests are spending time with my family – my husband Chris, and our children Fabian and Marcia. Other interests include the theatre, baking and reading.
 

   

Committed Service

Our commitment to our clients is as strong as ever. We work hard to deliver a high level of service that our clients can value, understand and have utmost confidence in.

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