Joan Todd

Joan Todd

Office Manager

About Joan

Joan joined the team in 2014 having previously worked with Barclays Wealth in Newcastle for over 10 years where she worked for the front office, gaining a wealth of experience in managing the administration of clients’ accounts. Joan was also responsible for the archiving and maintenance of client records ensuring compliance procedures were met. Prior to that Joan spent 12 years with Grant Thornton in a Receptionist/Administrative role which also covered, along with general administration, the responsibility of client record management.

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"Take time to appreciate what you have in life, not what you have not."

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