Joe has over 30 years of experience in the financial services profession, having worked with
global banks, accountancy firms, and stockbrokers in the City of London. He brings a wealth
of expertise and a genuine commitment to helping individuals, families, and trustees
achieve long-term financial security.
As both a Chartered Financial Planner and a Certified Financial Planner™, Joe holds two of
the most prestigious designations in the profession—demonstrating his technical expertise
and dedication to the highest standards of client service.
He specialises in creating bespoke financial planning strategies for private clients and
trustees who are preparing for retirement, growing their investments, or looking to
preserve wealth for future generations
Joe lives in Surrey with his wife and two children. Outside of work, he enjoys travel and a
range of sports, particularly golf and padel.
