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Joanne Mara

Joanne Mara of Ellacotts Wealth Planning Ltd is based in Banbury. Joanne has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)

Previous Employment:
MHA Caves Wealth Limited02/06/2020 to 02/09/2022
O'Connor and Co (Financial Services) Limited06/04/2011 to 08/12/2019
O'Connor and Co (Financial Services) Limited19/08/2011 to 08/12/2019
BHIB Limited01/12/2001 to 12/09/2011
My Pension Expert
Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.