Joe has over 30 years’ experience in financial planning and is a Chartered member of The Chartered Institute of Securities and Investments (CISI) and an affiliate of STEP – The Society of Trust and Estate Practitioners. He is Managing Director of Perspective (Northants & Cambs).
Previously, Joe was the founder and owner of Independent Life & Pensions Group which became part of Perspective in 2020.
Joe specialises in providing investment, Wealth Management and Trust and Estate Planning advice.
Outside of work, Joe is a PADI qualified Scuba Diving Instructor and spends many an hour underwater. When Joe is not involved in water based sports, he can be found either on a golf course trying to improve his handicap (which is a rarity), or keeping his classic TVR on the road.
The Financial Conduct Authority does not regulate trust advice.