Joanne Loney

Joanne Loney Email and Phone Number

Hong Kong
Joanne Loney's Location
Hong Kong, Hong Kong SAR, Hong Kong
Joanne Loney's Contact Details

Joanne Loney personal email

About Joanne Loney

Pay gaps matter; wealth gaps matter more.The first rule of financial planning should be that it’s your plan. It isn’t important whether this is the “right” plan – it must be right for you. I am here to listen to what you really want to achieve without judgement and to help you to set goals that meet your priorities and explain your options without jargon.As a lifelong D&I champion, LGBT+ ally and women’s rights advocate, I am dedicated to providing a safe space for everyone to plan for and achieve their financial goals and to create an equal financial future for all. Taking control of your finances is liberating, both financially and emotionally. I’m here to help you to buy your financial freedom, whatever that means to you.To find out more, please message or email: Joanne.Loney@sjpp.asia.

Joanne Loney's Current Company Details
St. James's Place Wealth Management – Asia

St. James'S Place Wealth Management – Asia

View
Partner
Hong Kong
Website:
sjp.asia
Employees:
519
Joanne Loney Work Experience Details
  • St. James'S Place Wealth Management – Asia
    Partner
    St. James'S Place Wealth Management – Asia
    Hong Kong
  • St. James'S Place Wealth Management – Asia
    Partner
    St. James'S Place Wealth Management – Asia Jun 2017 - Present
    Hong Kong
    St. James's Place Wealth Management is a FTSE 100 company and one of the UK’s leading wealth management organisations with offices in Hong Kong, Shanghai and Singapore. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management and our advice guarantee.I have over 15 years of experience as a Financial Planner I have been working with professionals in UK, Asia and South Africa. My holistic approach covers all areas of wealth management including goal setting, savings and investments, retirement planning, financial and income protection, mortgages and wills.I am fully qualified to operate in HK, licensed by SFC & IA and a registered intermediary with MPF Schemes Authority.
  • Mandarin And Lime Ltd
    Director
    Mandarin And Lime Ltd Dec 2013 - Dec 2020
    Hong Kong
    Established a boutique IT solutions and services company to utilise new technologies for quicker, easier and cheaper IT solutions for small and medium sized businesses.
  • Infinity Financial Solutions
    Chief Executive
    Infinity Financial Solutions Sep 2014 - Jun 2017
    Hong Kong
    Infinity Financial Solutions is Asia’s leading provider of financial services with offices across the region. We provide personalised financial planning solutions for expatriates and exceptional customer service to clients spread around the world with over 110 different nationalities.
  • Standard Life
    Consultant / Project Manager
    Standard Life 2013 - 2014
    Hong Kong
    Contract position to run Building a Sustainable Business in Hong Kong. Reporting directly to CEO AEM, responsible for reviewing business models and, where appropriate, planning remedial actions and establishing new procedures as business as usual throughout all business areas.End to end project deliverables (including UAT and PPE), and presenting regular project updates to CEO, leadership team and Change Board.Concurrently running 2 smaller regulatory projects.
  • Integra-It Hong Kong Limited
    Chief Financial / Operating Officer
    Integra-It Hong Kong Limited 2010 - 2013
    Hong Kong
    Reporting directly to Managing Director and liaising closely with the Board regarding business direction and operations with a particular emphasis on budgeting, forecasting and finances.
  • Hsbc International Limited
    Senior Wealth Manager
    Hsbc International Limited 2007 - 2009
    Cape Town, South African
  • The Henley Group Limited
    Sales Manager
    The Henley Group Limited 1997 - 2007
    Hong Kong

Joanne Loney Skills

Financial Analysis Retirement Planning Strategic Financial Planning Management Accounts Business Planning And Strategy Business Strategy Change Management Leadership Entrepreneurship Negotiation Investments Wealth Management Business Planning Management Financial Planning Finance Asset Management Financial Services Portfolio Management

Frequently Asked Questions about Joanne Loney

What company does Joanne Loney work for?

Joanne Loney works for St. James's Place Wealth Management – Asia

What is Joanne Loney's role at the current company?

Joanne Loney's current role is Partner.

What is Joanne Loney's email address?

Joanne Loney's email address is jo****@****ail.com

What skills is Joanne Loney known for?

Joanne Loney has skills like Financial Analysis, Retirement Planning, Strategic Financial Planning, Management Accounts, Business Planning And Strategy, Business Strategy, Change Management, Leadership, Entrepreneurship, Negotiation, Investments, Wealth Management.

Who are Joanne Loney's colleagues?

Joanne Loney's colleagues are Nicolene Penderis, Charles Edwards, Craig Digby, Emma Forrester, Aritra Dutta, Anthony Leigh, Dom Lewis.

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