Joanne Crewe

Joanne joined Walker Crips in September 2023, having spent 23 years advising clients at Pannells Financial Planning Ltd, before it was acquired. Joanne works as part of the London Financial Planning team and advises clients across the region. Joanne has more than 30 years’ experience of advising clients and is excited to do so in a truly independent & bespoke environment, where the client is very much put at the centre of the advice process. Joanne takes a holistic approach to financial planning and has experience in providing advice across all areas, including the tax-efficient accumulation of wealth, retirement planning and estate planning. She enjoys interacting with, and understanding her clients, which in turn allows her to develop bespoke strategies designed to enable them to achieve their aims. Her focus has always been on developing long-term relationships, as she recognises the importance of reviewing and revisiting clients’ aims on an ongoing basis, to consider any changes that may have occurred in their personal circumstances, or in what they want to achieve. This approach has given her the opportunity to advise multiple generations within a family.

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