Joe Tucci

Joe is a Chartered Financial Planner at Coopers Associates Wealth Management. Joe has over thirty years’ experience in advising clients and his passion has always been to provide first-class holistic, knowledgeable and experienced advice for all of his clients. Joe is a firm advocate of ongoing professional development to ensure his knowledge is always up to date with the latest developments and legislations. Joe advises in all areas of wealth management and specialises in long term care planning and complex inheritance tax and retirement planning. Out of hours, Joe is a keen DIYer (heavily motivated by his wife). SJP Approved 16/12/2024 The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx