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Joe started his career in financial services in 2008, joining Perspective (West) in 2016 having completed his Diploma in Regulated Financial Planning.

He started at Perspective as a Trainee Adviser/Paraplanner and was promoted to Adviser in 2018. Since then, Joe has gained further qualifications towards achieving Chartered status.

Joe specialises in many areas of financial planning with a focus on helping individuals plan for and enjoy their retirement.


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