0330 038 8938
Based in Bank
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2024
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Joe and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 13 April 2025
Joe and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Joe has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Joe has received 11 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 11 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Joe has not yet added their qualifications to their profile
Qualifications not yet added
Joe has not yet added their qualifications to their profile
Transparent Fees
Joe has not yet added their fees to their profile
Fees not yet added
Joe has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Joe and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 13 April 2025
Joe and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Joe has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Joe has received 11 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 11 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Joe has not yet added their qualifications to their profile
Qualifications not yet added
Joe has not yet added their qualifications to their profile
Transparent Fees
Joe has not yet added their fees to their profile
Fees not yet added
Joe has not yet added their fees to their profile
By simplifying the complexities of personal finance, I work with clients to map out their dreams and goals, while implementing personalised financial strategies helping to get them there. In particular, I help clients: -Make the most of their earning potential in a tax-efficient way -Understand their current financial situation, future trajectory and the roadmap to get there -Prioritise their financial wellbeing With experience spanning London, Switzerland and Hong Kong, I understand first hand the challenges thrown up by lack of understanding or awareness of local rules, regulations and allowances. As a result, and as an Associate Member of the Chartered Institute for Securities and Investments (CISI), it is my aim to translate the complexities and nuances of UK finance into simple, jargon-free language for all of my clients, so that they feel informed and secure.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Joe's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.