Joanne Baker
About Joanne Baker
Joanne Baker is a Financial Planning Manager and co-founder of Yorkshire Financial Planning Ltd, where she advocates for a client-focused approach to financial advice. With a career in financial services starting in 2002, she has received multiple awards and emphasizes honesty and simplicity in her practice.
Work at Nationwide Building Society
Joanne Baker worked at Nationwide Building Society, where she held the position of Financial Planning Manager starting in 2007. During her time at Nationwide, she received numerous awards, including employee of the year and trusted advisor awards. Her role involved providing financial advice and support to clients, focusing on a client-first philosophy that emphasizes honesty and simplicity.
Education and Expertise
Joanne Baker studied at Sheffield Hallam University, where she earned a Bachelor's Degree in Hotel & Catering Management from 1998 to 2001. She also holds a Diploma for Financial Advisers (DipFA), which further enhances her expertise in financial services. Her educational background supports her career in financial planning and advisory roles.
Background in Financial Services
Joanne Baker began her career in financial services in 2002 as a Mortgage Advisor at Halifax. This foundational experience in the financial sector paved the way for her subsequent roles, including her position at Nationwide Building Society and her current role at Yorkshire Financial Planning Ltd, which she co-founded in 2021.
Achievements and Initiatives
Throughout her career, Joanne Baker has received numerous accolades, including employee of the year and trusted advisor awards at Nationwide Building Society. In 2021, she co-founded Yorkshire Financial Planning Ltd with Caroline Allen, where she is part of an all-female team of financial advisers. The firm operates as a Partner Practice of St. James’s Place Wealth Management plc.
Client-Focused Financial Advisory Approach
Joanne Baker advocates for a client-focused approach to financial advice. She emphasizes the importance of being present for clients during significant life events. Her practice is built on principles of honesty, simplicity, and a commitment to prioritizing clients' needs in financial planning.