Joanne Loney Email and Phone Number
Joanne Loney personal email
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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.
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PartnerSt. James'S Place Wealth Management – AsiaHong Kong -
PartnerSt. James'S Place Wealth Management – Asia Jun 2017 - PresentHong KongSt. 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. -
DirectorMandarin And Lime Ltd Dec 2013 - Dec 2020Hong KongEstablished a boutique IT solutions and services company to utilise new technologies for quicker, easier and cheaper IT solutions for small and medium sized businesses.
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Chief ExecutiveInfinity Financial Solutions Sep 2014 - Jun 2017Hong KongInfinity 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. -
Consultant / Project ManagerStandard Life 2013 - 2014Hong KongContract 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. -
Chief Financial / Operating OfficerIntegra-It Hong Kong Limited 2010 - 2013Hong KongReporting directly to Managing Director and liaising closely with the Board regarding business direction and operations with a particular emphasis on budgeting, forecasting and finances.
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Senior Wealth ManagerHsbc International Limited 2007 - 2009Cape Town, South African
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Sales ManagerThe Henley Group Limited 1997 - 2007Hong Kong
Joanne Loney Skills
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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Joanne Loney
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Joanne Loney
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