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
Home contents insurance
Whole of life and Term Assurance protection
Private medical arrangements
Critical illness insurance
Permanent Health Insurance, aka Income Protection
Mortgage placement and arranging for:
First time buyers
Deals researched and arranged to suit:
Fixed rate deals
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.