Joanna Dodson
CeMAP, DipPFS
My goal is to help you to grow and protect your hard-earned wealth in the most efficient way.
I am motivated and fulfilled by supporting others, empowering choice.
My clear, straight forward style of communication enables a thorough understanding in order to make informed choices about how to manage your investments.
- 16 years of successful business ownership and management
- A reputation for delivering results which achieve client outcomes
- Valued by clients for my empathy and genuine care
- Worked as a volunteer at Breast Cancer Haven, Leeds for 8 years.
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.
About
JMD Wealth Management is a trusted Partner of St. James's Place with a reputation for delivering results which achieve client outcomes.
Specialising in strategic management of significant wealth, particularly retirement and inheritance planning.
By understanding you, your circumstances and personal priorities, JMD Wealth Management can offer bespoke solutions to enable you to effectively achieve your financial goals.
JMD Wealth Management believe that thorough research, a strategic approach and regular review allow maximum efficiency and the best outcomes for clients.
Our goal is to enable informed choice, using simple, clear language and tools such as cash flow modelling to ensure you understand your current situation, options available and the potential impact of those choices.
The Partner 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 www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
