0330 038 8938
Based in Cheltenham
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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: 08 April 2025
Joe and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
16
Recent Client Reviews
Joe has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Joe has received 16 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 10 January 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Joe has not yet added their qualifications to their profile
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Joe has not yet added their qualifications to their profile
Transparent Fees
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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: 08 April 2025
Joe and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
16
Recent Client Reviews
Joe has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Joe has received 16 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 10 January 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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
Joe is a Chartered Financial Planner and an Occupational Pension Specialist. He has worked in Financial Services since 2007 and joined Attivo in 2015. Joe is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII). All Financial Planners require a Diploma in Financial Planning to provide advice. Joe holds both the Diploma and the Advanced Diploma in Financial Planning. To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Joe holds the following Advanced Financial Planning Papers: - Personal tax and trust planning - Pension planning - Investment planning - Financial planning process
£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).
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