0330 038 8940
Based in Grimsby
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: December, 2022
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Joe is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joe's status
Last checked: 29 March 2025
Joe is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joe's status
35
Recent Client Reviews
Joe has received 35 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Joe has received 35 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: 09 December 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
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Joe has not yet added their fees to their profile
17
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Joe (based on 17 first impressions)
100% of users who are not yet clients had a positive first experience with Joe
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Joe (based on 17 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Joe is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joe's status
Last checked: 29 March 2025
Joe is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joe's status
35
Recent Client Reviews
Joe has received 35 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Joe has received 35 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: 09 December 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
17
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Joe (based on 17 first impressions)
100% of users who are not yet clients had a positive first experience with Joe
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Joe (based on 17 first impressions)
Chartered Financial Planner I joined FB Wealth Management in 2007 as an administrator/ trainee paraplanner. In my early years, I would provide administrative support for the adviser team, which progressed to research and report writing thereafter. I qualified as an adviser in 2011 and continued taking my Advanced Diploma examinations which were required to achieve my Chartered Status. I enjoy working with individuals, whether they are growing their funds, drawing from their assets, running their own business and/ or looking to tie everything together in a financial plan for the long-term. I like spending time with my wife and two daughters, watching football and playing golf. I admit that I struggle to play golf to a decent standard, certainly whilst finding the time to play when bringing up our two young daughters, but I am determined to improve my game at some point.
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
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