The Team


With a team of over 80 professionals, you can feel reassured that you will receive high quality and bespoke advice. Below is a snapshot of our key contacts, who have a breadth of experience and knowledge.

For a full list of the professionals within the team or to find a specific person not listed below please search for them here.

Joe Long

Joe Long

Wealth Advisor
+44 (0)191 230 8477
+44 (0)345 415 5268

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.