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  Full Story

Reading Chartered Financial Planner Victoria Joiner

• Chartered Financial Planner
• Fellow of the Personal Finance Society (FPFS)
• Holds the Advanced Pensions Papers (JO4, JO5 and AF3)
• Hold the qualification in Long Term Care Insurance (CF8)

Victoria has worked in the financial services industry for over 11 years. She was one of the youngest financial advisers in the country to gain Chartered status when it became available in 2006 and is now a Fellow of the Personal Finance Society by examination.

Through experience and qualification achievement, Victoria offers specialist advice for those clients at or approaching retirement, investment and tax mitigation and the financial planning needs of the elderly, including care fees planning.

Victoria also works closely with her colleague Mark Penston on giving advice to both clients and matrimonial solicitors regarding the financial aspects of divorce.

Building long-term, trusted relationships and a thorough understanding of her clients' financial planning needs and objectives is central to Victoria's work.

Find out about Victoria's partners

Contact Victoria