Chartered Financial Planner
Joe thoroughly enjoys working closely with his clients to help them develop sound financial plans, and to structure their finances in the best possible way. Trusts and Tax planning, Pensions and Long Term Care advice are particular specialisms.
Alongside advanced financial planning qualifications, Joe has a strong interest in current global affairs which has continued since reading International Relations at University. This has provided him with a wider knowledge around Investment, which continues to be of use when advising clients about their portfolios.
In his spare time Joe has a passion for travel, foreign cultures and adventure, which is becoming increasingly fun, if at times hectic, with a young family in tow.