Joel is a qualified Wealth Manager who has a detailed knowledge of helping clients to understand and realise their financial goals.
With a personable approach and a keen eye for detail, Joel is a well-respected member of the team. Joel has a wealth of knowledge having previously attained the Level 4 Investment Advice Diploma qualification from the Chartered Institute for Securities and Investment in order to expand his knowledge.
With his past experience of fostering successful client relationships, alongside his excellent analytical skills, Joel is a key part to an experienced team who have been helping individuals and business owners for over 17 years in the local area.
Joel specialises in providing individually focused investment and retirement planning advice, whilst looking after clients’ overall wealth with the most appropriate investment recommendations for their pre- and post- retirement planning needs.