Joe Wadsted

Financial Planning Consultant at Quilter Financial Advisers

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DipCII, CeMAP

E: joe.wadsted@quilter.com

T: 0800 849 1279

LinkedIn: Joe Wadsted

 

Joe has been working within the financial services sector, helping clients meet their goals and aspirations for over 12 years.

He prides himself on his professionalism and passion to really understand a clients' true financial aims then working with them through this journey to deliver tailored and bespoke outcomes.

He strongly believes that a client’s financial situation is always individual and can often be complex so always works to ensure that true understanding and comfort with every potential solution is achieved.

He has experience in many different financial fields, working for HSBC bank in mortgages and high-net-worth financial advice, also as an a financial adviser gaining knowledge of the market place as a whole and consistently delivers exceptional customer service putting the client at the heart of everything he does.

Outside of work he is a keen cook, follows sport and enjoys spending time with his family, friends and dog.

Joe can help you with:

Holistic financial planning

Establishing and reviewing trusts
Complete personal risk management planning
Short- and long-term savings and investments

Investments

Portfolio planning
ISAs
Unit trusts
Investment trusts
Investment bonds
Offshore bonds

Pensions

Personal pensions
SIPPs
Company schemes
SSASs
Consolidation plans

General Insurance

Home contents insurance
Buildings insurance

Life cover

Whole of life and Term Assurance protection

Medical

Private medical arrangements
Critical illness insurance

Income

Permanent Health Insurance, aka Income Protection

Mortgage placement and arranging for:

First time buyers
Remortgages
Buy-to-let

Deals researched and arranged to suit:

Fixed rate deals
Discounted
Variable and flexible
Capped and or collared


The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Trusts are not regulated by the FCA.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The FCA do not regulate buy to let mortgages.