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Get to know Joe
Joe joined the team in 2016, bringing with him more than 25 years of experience working in financial services. He particularly focuses on investments and pensions for individuals and businesses.
Before joining us, he worked for four of the major UK Life Insurance offices, building, developing and managing relationships with both financial advisers and their clients.
At home, Joe lives with his partner, and their three children in Hertfordshire. He enjoys playing and watching most sports, including cricket, football and golf. He is an FA-qualified football coach and runs his own football academy for boys and girls from reception up to the age of 18.
We asked Joe...
What’s the most important thing you bring to your role?
My experience, knowledge and values, but most importantly, the ability to put myself in the client’s shoes and deal with them on a personal basis to help them achieve their specific life goals.
Qualifications
Accreditation
