Additional reassurance
How Joe
supports you
Joe’s role includes working with existing clients, helping new clients onboard, and writing detailed reports to help them best understand their finances.
Since joining us as a trainee adviser, Joe has quickly qualified to become a financial planner. Today, he is an integral member of our daily investment committee.
In Joe's
free time
Still excited by his role outside of the office, Joe likes to keep up with the latest in finance in his free time, as well as popular science and science fiction. He enjoys swimming and visiting country pubs, and wants to learn to free dive – fittingly, the best advice he ever received was to “look before you leap.”
Our people
