Joanne Churcher is the Director of Churcher Wealth Management Limited. She’s a fully qualified Financial Adviser, holding a Diploma in Financial Planning.
With over 20 years’ experience in the financial services industry as a financial adviser, Joanne devotes her time to building lifelong relationships with her clients. She’s found that while clients share similar concerns, they all need individual solutions. So Joanne believes that to really meet clients objectives, she needs to firstly understand the complete client picture.
Before setting up her business, Joanne spent most of her career working in the Banking sector, providing advice to various clients at different stages of their lives. She then moved to Prudential Financial Planning as a financial adviser, where she took the opportunity to branch out on her own.
Joanne is expert in all areas of financial advice including some of the more technical aspects of financial planning. Whether making sense of existing pension schemes or simply helping parents trying to fund their children’s education, Joanne can recommend a solution that works. She combines these skills with a helpful, dedicated approach to advising her clients.
Outside of work, Joanne is married to Paul who also works in the financial industry. They enjoy long rambling walks with their lovely Labrador, Digby, and also sailing on the Helford (when it’s not raining!).
From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.