About the Business
Before establishing her business Joan worked for a large high street Bank in the West End of London dealing with high net worth individuals. From there she went to a large firm of employed benefits provider in the City of London advising employees of the worlds largest Banks. She then moved to Cheltenham with her then husband to work for a National firm of Chartered Accountants heading up their IFA division. Having worked in the large corporate sector, Joan felt they sometimes lacked the personal touch and didn't always listen to their customers. With Gray's Group, she was finally able to fully put into practice her philosophy that the customer really is king and that without customers, she has no business.
Joan is committed to continually improving her professional development and holds the coveted ACII qualification which allows her to use the status of Chartered Practitioner additionally she has the Advanced Financial Planning Certificate and a Bsc (Hons) degree.
Location & Hours
10 Montpellier Arcade
