Unlocking Financial Freedom – Expert insights on Investment Management, Financial Planning and building a better relationship with money

As an Investment Manager, within the team we manage investment portfolios and client relationships on behalf of private individuals, clients of IFAs, trusts, pension schemes & charities. My role includes working with clients towards achieving their investment objectives whilst ensuring their investment portfolio is constructed in a way to meet their personal & financial requirements.

Before joining Investec in 2020, Jack served as an Officer in the Royal Marines. In his new role as an Investment Manager he manages investment portfolios and client relationships on behalf of private individuals, trusts, and pension schemes. Having recently gained the Chartered Wealth Manager qualification, his role involves managing client relationships to ensure that their investments are working for them and their financial objectives.

Joanne is a strategic business consultant, coach and facilitator. She brings over two decades of business experience combined with an innate acumen of effective leadership skills to help high-achieving business owners and senior executives build profitable businesses.  This is delivered through her Four-step Success System; ‘Stop, Pause, Think, Now Act’ – a programme aimed at giving business owners and senior executives the tools to grow emotional intelligence, drive profitability and maximise growth.

Joanne is fiercely passionate about seeing her clients’ businesses grow. As a visionary, her success is founded on her ability to draw on her natural skills of leadership, facilitation, strategic thinking, persistence, humour, discretion, and unstoppable determination.

In 2019, Joanne launched the Stop Pause Think Now Act Podcast, interviewing business leaders on their journey to success. Last year, she launched ‘Money Can Be Your Love Story’ as part of her immersion days programme. Joanne firmly believes that regardless of relationship status, it’s essential to have responsibility and knowledge about one’s wealth.

Joanne spent 20 years in the corporate sector, working as Head of Division for a Live Events Company before being promoted to General Manager. She was Account Director for one of the world’s largest airlines, responsible for landing the business a seven-figure global deal. A little-known fact is that she is a European sailing champion.

George is a Financial Planner and his role is to aid clients in setting and achieving their financial goals and aspirations. George joined Investec W&I (UK) in 2016 working within the Financial Planning Administration Team within the Leeds Office, he subsequently joined the Manchester Office in 2018, initially supporting the Financial Planners in a Paraplanning capacity before transitioning into a Trainee Financial Planner in 2022. George is studying to become a Chartered Financial Planner and graduated with a degree in Economics from Nottingham Trent University. George is a member of Shrigley Hall Golf Club and a passionate supporter and season ticket holder of his local football club.