Joe holds a BA (Hons) in Financial Services, the Diploma in Financial Planning (DipPFS), Advanced Diploma in Financial Planning (APFS), and Fellowship of the Personal Finance Society (FPFS). He also holds the CISI Certificate in Investment Management and is a specialist in Long Term Care, Equity Release and Pension Transfers.
Joe’s approach centres on building a deep understanding of his clients, their values and their long-term aspirations. He believes that financial planning is about much more than products and investments. By taking the time to understand what really matters to each client and how they want to live their lives, he is able to help identify the most appropriate course of action for their long-term financial planning. Joe particularly enjoys helping clients connect their finances with their personal goals and supporting them in achieving the lifestyle they want, both now and in retirement.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.
The Financial Conduct Authority does not regulate Trusts and taxation advice.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.