0330 038 8942
Based in Chipping-Norton
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FCA status: Certified by Firm
Joseph is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joseph's status
Last checked: 16 April 2025
Joseph is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joseph's status
59
Recent Client Reviews
Joseph has received 59 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Joseph has received 59 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: 15 November 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.
6
Qualifications Uploaded
Joseph has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Joseph has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Joseph has not yet added their fees to their profile
Fees not yet added
Joseph has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Joseph is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joseph's status
Last checked: 16 April 2025
Joseph is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joseph's status
59
Recent Client Reviews
Joseph has received 59 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Joseph has received 59 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: 15 November 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.
6
Qualifications Uploaded
Joseph has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Joseph has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Joseph has not yet added their fees to their profile
Fees not yet added
Joseph has not yet added their fees to their profile
I am proud to be part of the team at Wise Investment offering both Financial Planning and Discretionary Investment Management services. We are very lucky to work in a beautiful location and benefit from being a fully employee-owned business, with no shareholders. My clients are broad-ranging in age, background, circumstances, and requirements. I have forged strong intergenerational relationships across families, advising or investing for up to five generations. I also work with businesses, trustees, and attorneys, be they professional or lay. All value my honesty and openness and I am quite candid when I need to be. In an increasingly complex environment, I look to simplify things as appropriate, to help clients grasp the strategies and solutions we recommend for their finances. I firmly believe in holistic financial planning, as this ensures the best possible outcomes. This extends to the continuous use of cashflow modelling, to help with the decision-making process and give clients peace of mind. I qualified as an adviser within only 18 months of entering the industry. I now have over 15 years of experience, Chartered Financial Planner status, and am a Fellow of the Personal Finance Society. I feel this is a testament to my dedication to ongoing professional development. This means I have expertise in a wide range of areas, including pensions, investments, protection, taxation, estate planning, and trusts. I am equipped to offer a comprehensive yet tailored service that caters to your unique needs. I am always happy to discuss with potential new clients their circumstances and how we can help, at our cost. There is never an expectation on my part, nor an obligation on yours, to become clients if you do not feel we are the right fit. That being said, I do hope that you will join the other satisfied clients at Wise and allow us to provide well-rounded advice that aligns with your goals. Let's embark on this journey together, with simplicity, transparency, and your best interests at the heart of every decision.
Offers available through VouchedFor
Contact Joseph through VouchedFor and your initial 30 minute 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 Joseph's clients
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