Client Relationship Manager

Joanne Lucas

Location: Blackheath

Fax: 020 8853 7169

Joanne has worked with Ian in financial services since 1988.

Previously, Joanne worked in reinsurance before taking a career break to study as a bi-lingual secretary at the City of London Poly and at the Sorbonne.  Following her studies she worked for Societe Generale in the City of London.

Her main focus at Starkey Financial Planning is the firm’s clients and ensuring that they receive the highest level of personal service.

She feels very fortunate to work with a great team and great clients.

Outside of work Joanne is involved with her local community and church in Westcombe Park (she’s lucky to be able to walk to work).

She also values time with her family and loves to read and watch films.

Just in case you get the impression that she’s bit of a couch potato, Joanne “ran” the London Marathon in 2016 raising funds for Cancer Research UK and her church, St George’s Westcombe Park.

Qualifications

FP1 Regulatory Paper

FP2 Protection savings and investment products

FP3 Identifying and satisfying clients needs

MAQ Mortgage advice qualification