Joanna Allen
Financial Planner
I graduated in Psychology with Business from the University of Lancaster in 1999, and shortly afterwards, I undertook a graduate training scheme in financial services. I then worked as a financial planner in both an accountancy and legal practice, which gave me great insight into how professional advisers can work together to achieve great client outcomes. After 14 years working for a small independent firm specialising in financial advice for women, I joined Greenarch in August 2023.
I have over 20 years of experience advising a range of corporate, SME and individual clients, and I also have a great deal of experience in ethical investing.
Outside of work, I enjoy running, pilates, and skiing, and I’m keen to start playing golf. I live in the Tyne Valley, and I’m actively involved with the Tyne Valley rugby and cricket clubs where my children play.
Contact us
We are happy to answer any queries you have about how our services can help you.