0330 038 8941
Based in Shrewsbury
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: June, 2020
4.7 out of 5
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: 03 April 2025
Joe and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
9
Recent Client Reviews
Joe has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Joe has received 9 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: 12 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.
4
Qualifications Uploaded
Joe has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Joe has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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: 03 April 2025
Joe and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
9
Recent Client Reviews
Joe has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Joe has received 9 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: 12 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.
4
Qualifications Uploaded
Joe has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Joe has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
I provide my clients with professional advice across the whole financial planning spectrum. From investments to tax solutions, retirement planning, family & business protection, long term savings and mortgages. As an Independent Financial Adviser my advice is completely unbiased and amongst other factors, when making recommendations I select providers for their individual products, financial strength and suitability to address my client's needs. Specialties: Retirement planning, portfolio construction and Employee Benefits.
£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
Clients' level of financial expertise
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