St. James’s Place Wealth Management
Joanna Toon is an experienced financial professional currently serving as the Director of Joanna Toon Wealth Management Ltd, a partner practice of St. James’s Place Wealth Management, since September 2014. This organization is recognized as one of the UK’s leading wealth management firms. Previously, Joanna worked as the Corporate Benefits Director at Origen Workplace Solutions from January 2013 to July 2014, where expertise was provided on pension legislation and auto-enrolment. Additionally, Joanna held the position of Regional Account Manager at Aegon UK from September 2008 to January 2013, delivering specialized technical and sales support to independent financial advisers across the East Midlands, East Anglia, and Yorkshire.
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