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Joanne Sheridan

Client Support Manager
Phone: 020 3928 0950 Email: joanne@permanentwealth.co.uk

About Joanne

Joanne works closely with clients and gets to know them as they begin their journey with us, initially guiding them through our onboarding process. On an ongoing basis, she assists clients with documentation and transaction requirements, answers queries and liaises with platforms and providers on our clients’ behalf.

Joanne’s goal is to make client interactions as seamless and painless as possible and take the stress out of their finances.

Qualifications

  • FPC I, II & III (Financial Planning Certificate)
  • CF7 (Certificate in Financial Planning and Lifetime Mortgages Activities)
  • HR1 (Home Reversion Plans)

Experience

  • Spent 16 years working at the award-winning firm, Just Pensions

Who we are

Our team of world-class experts delivers quality at every stage of your journey.

Meet the team
Adam Walkom
Financial Planner &
Founding Partner
Adam has a deep understanding of investment markets and provides effective solutions.
Adrian Johnson
Financial Planner &
Founding Partner
Adrian works closely with lawyers, advising them on how to achieve their goals.
Dalip Mahara
Paraplanner
Dalip has been with Permanent Wealth since 2021 and is the technical paraplanner responsible for all the reports, valuations and technical aspects of advice.
Joanne Sheridan
Client Support Manager
Joanne engages with all clients and is a constant presence at every stage of the journey.
Anna Zgorzak
Finance Administrator
Anna joined our team in 2018, having spent over 6 years providing administrative support in a number of different roles.
Frank Page
Marketing Analyst
Frank manages our marketing campaigns, social media platforms and brand growth initiatives.
Ammar Takhatwala
Finance Analyst
Ammar is our adviser in training and assists with analysing investment portfolios and policy information for new onboarding cases.

Permanent Wealth Partners Ltd is authorised and regulated by the Financial Conduct Authority FRN: 960049. Registered Office: Barley Mow Workspace, 10 Barley Mow Passage, London, W4 4PH, England. Registered in England No: 08640046.

The Financial Ombudsman Service (FOS) is an agency for arbitrating unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website here.

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