Victoria Joiner BA(Hons), FPFS
Chartered Financial Planner
Victoria joined the financial services industry straight after graduating with a Business Studies degree from Bristol Business School. She therefore has over 18 years’ experience in the industry with over 14 years as a financial planner. Victoria is a Chartered Financial Planner and Fellow of the Personal Finance Society, the highest accolade given by the professional body. She is also an affiliate member of Resolution and a member of the Resolution Berks and Bucks committee due to her involvement in cases regarding the financial aspects of divorce cases.
Her specialist work on estate planning as well as for those clients who are going through the divorce process are largely referred to her by Solicitors, Barristers and Accountants. The approach often taken by Victoria when advising clients is to work through their financial situation using cash-flow modelling tools taking into account their short, medium and long term aspirations. This results in a clear financial plan for the client which is then regularly tested, monitored and reviewed as circumstances inevitably change.
- BA Hons Business Studies degree – 2:1
Professional CII qualifications
- Fellow of the Personal Finance Society
- Chartered Financial Planner (Advanced Financial Planning Diploma)
- Diploma in Financial Planning
- Certificate in Financial Planning
- Award in Long Term Care Insurance
- AF3 – Pension Transfers