Joanna Cgma

Joanna Cgma

Director - Finance and HR at WAY Group
Bournemouth, England, United Kingdom

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Work Experience

WAY Trustees Limited

Director - Finance and HR

2023-06-01 - Present

Peverel

Client Accounts Team Leader

2009-02-01 - 2019-08-01

Skills

wealth preservation solutions high net worth flexible reversionary interest trusts inheritance tax mitigation solutions loan trust wealth management tax planning estate planning solutions iht planning discounted gift trust family wealth preservation trust funds inheritor plans inheritance tax planning collective investments

Languages

English