Joanne Ali

I started in Administration over 20 years ago for a computer company based in Hucknall. I worked with this company for over 10 years, developing my skills and job roles as the company grew.  The company sold accounting software and also implemented networks, so I was subject to a wide variety of administrational roles. I became the P.A. for 3 Directors and ran the office for all the software engineers.

Having been in the industry for so long I decided to take a fresh look at my career and moved to Egypt to work as an assistant manager for Hilton, where I lived and worked for over six years. I also taught English as a second language whilst abroad.

Due to the stability of the country I decided to move back to my hometown of Chesterfield and was fortunate enough to find the gem that is Milestone Financial Planning where I currently work as a Technical Administrator.

In the office

  • Daily Administration duties and following the new business process
  • Diary Management for Advisors and booking meetings
  • Liaising with Clients and Providers with regards to their Financial requirements and gathering of policy information
  • Organising Clients Reviews

Why I love my job

I have great colleagues to work with, who have a wealth of knowledge and experience. No two days are the same, which makes each day varied and fun. I absolutely love meeting and greet our clients.

What I do outside work

Being married to a Chef, I love food so on our days off we love to travel the countryside sampling the local cuisine and walking it off on some of Derbyshire’s great walks. I love to socialise with my family, especially after being away for so long. I’m also addicted to Netflix!

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Check out what our clients have to say

Milestone Financial Planning
5.0/5.0 based on 25 reviews

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We are more than happy with all the help and advise that Michael has given us over the past few years. An absolute joy to deal with. Friendly, efficient, knowledgeable, and honest. We could not wish for a better financial advisor.
Highly recommended!
- Ruby Hattersley
Excellent service. Very friendly and knowledgeable. When a pension company was being very difficult about transferring funds their persistence not only got the transfer done but earned me compensation as well!
- John Rose