Joan Green
Our newest adviser, Joan, joined HWWM in July 2025 and brings with her a passion for helping individuals, families and business owners create a long-lasting future. Having completed a BSc in Economics and Mathematics at the University of Bath, and a MSc in Finance from Nottingham Trent University, Joan has navigated a career as a National Account Executive for Heineken UK to dealing with Foreign Exchange for Deutsche Bank and their institutional clients.
A desire to create long-lasting, meaningful relationships and help those in need has led Joan to pursuing a career in Financial Advisory. Offering personalised solutions tailored to each individual client, Joan seeks to build a partnership, regularly meeting to ensure each plan remains appropriate for the goals identified.
In her spare time, you’ll find Joan playing squash, or padel in the summer. She also loves going on long walks with her partner Rob, and their two energetic cocker spaniels, Islay and Conker.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
