Joe likes to ensure his clients’ financial welfare is at the forefront of any advice he gives, and he works closely with clients to develop a deep understanding of their circumstances when helping them to achieve their objectives. He has been in the industry for over a decade and has experience across a wide range of fields, such as retirement planning, asset management and estate planning. Joe brings an analytical and personal approach to his financial planning clients.
Joe joined Saltus in 2021 and has previously worked with a number of well-respected firms across the South. He achieved Chartered Status in 2019 and is also a Fellow, which is the highest accreditation possible.
Outside of work, he can usually be found playing football and enjoys socialising with family and friends. He also is a keen skier.