Johanna Rooney
Financial Planner
Johanna has worked within the financial planning industry for more than 15 years. Johanna began her career in high street banking, before moving to an independent financial adviser role in 2014.
Johanna specialises in providing people with knowledge around their investment, retirement and mortgage options. Johanna’s aim is to bring these complex financial planning areas to life for people in a way that they will understand.
For Johanna, financial planning is about helping her clients put the right plans in place to achieve their short, medium and long-term goals, breaking down the jargon and giving clients reassurance and peace of mind.
With attention to detail Johanna has a passion for staying up to date with industry thinking which enables her to give the most accurate and relevant advice. She is also a member of Women in Banking and Finance. Johanna is articulate and it is this quality that allows her to explain financial jargon in easy terms for her clients, helping them come to terms with the situation at hand and understand their options fully. Johanna’s qualities have given her the ability to build long-term relationships with her clients.
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Johanna
Outside of work
Away from the office, Johanna enjoys spending time with her family and friends. Her favourite way to unwind is to go for a walk with her partner and their miniature schnauzer, Nellie followed by a takeaway.
Johanna also loves to travel and experience new countries and their cultures. Her dream holiday location is Thailand where she previously visited. Fun fact: Johanna had never eaten Thai food before going to Thailand and after trying it there, she has never looked back.
In the quieter moments, Johanna loves nothing more than sitting down to read a good chick lit novel. Her favourite book of all time would have to be ‘Me before you’ by JoJo Moyes.
