Joe joined the firm's Wealth division as part of our graduate recruitment program in 2013 and is an analyst in the team. Joe assists the advisers in the team in providing advice to individuals, trusts and companies on a broad range of financial topics, including investments, pensions and protection.  

Joe is currently working towards his Diploma in Financial Planning. He is a member of The Personal Finance Society and the Chartered Insurance Institute. Joe’s existing qualifications cover topics including Investment Analysis, Taxation and Protection. Joe has a degree in Law and French from the University of Nottingham. 

Joe has a particular interest in investment analysis and management, and is experienced in building and reviewing portfolios for private and corporate clients.