Key Services
Financial planner, Joe has worked in financial services for a number of years, and at Active Chartered Financial Planners for the last 10 years.
Joe advises on all aspects of financial planning, including:
- Pensions and retirement planning
- Investment strategy and portfolio management
- Tax-efficient planning
- Protection and insurance solutions
- Business and corporate financial planning
- Estate and intergenerational wealth planning
During his time at the firm, Joe has developed a particular expertise for working with business owners; helping them to navigate the often complex relationship between personal and corporate financial planning. Whether it’s designing tax-efficient investment strategies, planning for retirement, or supporting intergenerational wealth transfer, Joe takes pride in providing his clients with the clarity and confidence to make well-informed decisions.
Joe is passionate about forming long-term relationships and believes that financial advice is most effective when it’s built on trust, consistency, and a genuine understanding of each client’s personal circumstances and ambitions.
Career Profile
Joe joined Active Chartered Financial Planners in March 2015 and has built a career defined by integrity, technical knowledge, and a deep commitment to helping clients make informed financial decisions.
Joe initially joined the firm in a client support/paraplanning role to support the wider adviser team. He gained extensive experience by conducting detailed research and analysis to help design robust, tailored financial plans for clients. This provided Joe with a solid technical foundation and a comprehensive understanding of the financial planning process (from the inside out).
In 2017, Joe completed the diploma to become an Independent Financial Adviser. Since then, Joe has focused on building long term relationships with his clients to deliver clear, practical advice to not only individuals and families, but also to business owners across a wide range of financial planning areas.
Qualifications
-Pension and Retirement Planning (R04, 2016)
-Investment Principles and Risk (R02, 2015)
-Financial Protection (R05, 2014)
-Personal Taxation (R03, 2014)
-Mortgage Advice (CF6, 2014)
-Cert CII (CMP, 2014)
-Financial Services, Regulation & Ethics (R01, 2013)
Testimonials
Click here or on the image below to hear what client Paul said about Joe
