Since joining Perspective, Joe has completed the Advanced Diploma in Financial Planning with the Chartered Insurance Institute and was awarded the Fellowship of the Personal Finance Society in December 2017, also winning the 2017 Mike Jackson trophy for being the member of the Insurance Institute of Luton and St Albans who obtains the best life/financial services completion during the year. He has also attained his Certificate in Investment Management from the Chartered Institute of Securities and Investments.
Joe’s primary focus within Perspectives Milton Keynes Office (South) Ltd, is working with private clients to assess and manage their pension and investment requirements. This involves working closely with clients to ensure timely and best advice is provided whenever needed. Joe also works closely with professional introducers such as Accountants, Lawyers and Estate Agents.