0122 326 9176
Based in Cambridge
View locationChecks 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: 29 March 2025
Joe and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Joe has not received any client reviews in the past 12 months
Joe has not received any reviews in the last 12 months
Joe has not received any client reviews in the past 12 months
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: 26 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Joe has provided information on their typical fees
Joe has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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: 29 March 2025
Joe and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Joe has not received any client reviews in the past 12 months
Joe has not received any reviews in the last 12 months
Joe has not received any client reviews in the past 12 months
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: 26 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Joe has provided information on their typical fees
Joe has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
We build financial plans for people who don't want to run out of money, using cutting edge, best-in-class financial planning technology, evidence-based portfolios and fixed-fee platforms. We're an award-winning firm, and we work best with mid- to high-net-worth families who are either at, or approaching, a financial crossroads. These 'financial crossroads' can take many forms but our clients tend to fall into one of four main categories: 1. You're approaching the end of your career and you need help to build a sustainable retirement income strategy, to give you the confidence that you won't run out of money 2. You've just sold your business and you need advice on how to sensibly invest the proceeds in order to draw an income in a sustainable and tax-efficient manner 3. You've just received an inheritance and are unsure how best to use the funds to achieve your financial objectives for both now and into the future 4. You're going through a divorce and you're seeking clarity on what your financial settlement actually means in real terms, so you're confident you won't run out of money in the future We offer a free one-hour initial consultation so please feel free to get in touch.
Offers available through VouchedFor
Contact Joe through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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
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.