0330 038 8942
Based in Haywards-Heath
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: November, 2021
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Joel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joel's status
Last checked: 05 April 2025
Joel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joel's status
17
Recent Client Reviews
Joel has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Joel has received 17 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: 25 February 2025
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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Joel has not yet added their qualifications to their profile
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Joel has not yet added their qualifications to their profile
Transparent Fees
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Joel has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Joel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joel's status
Last checked: 05 April 2025
Joel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joel's status
17
Recent Client Reviews
Joel has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Joel has received 17 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: 25 February 2025
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
Joel has not yet added their qualifications to their profile
Qualifications not yet added
Joel has not yet added their qualifications to their profile
Transparent Fees
Joel has not yet added their fees to their profile
Fees not yet added
Joel has not yet added their fees to their profile
I am a Chartered Fellow of the PFS and a Fellow of the CISI. I have amassed over 20 years of experience working with high-net-worth clients. I've advised a variety of individuals over the years but specialise with Partners of law firms and accountancy practices, barristers and high net worth individuals. My areas of expertise include retirement planning, tax planning, creating bespoke portfolios and utilising cash flow modelling to help clients illustrate their current and future position.
£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 Joel's clients
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