Joel Arif

Chartered Financial Planner

Having worked as a financial planner for the last 17 years, Joel specialises in providing high quality private client advice.

About

“I have a simple philosophy that all clients should be treated as if they were a personal friend or family member. In doing so, myself and my team are always striving to deliver the very best service and financial outcomes possible”.

“I also believe advice should be thorough and bespoke with recommendations that can be evidenced as adding value to your long-term planning rather than a one off transaction.”

Outside of work I am a keen golfer, I love history, behavioural finance and politics, but most importantly I am a husband and dad to three wonderful children.

Testimonials

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A most reliable and efficient service tailored to meet our needs. We have always been kept well informed and given options for our investments, always found it to be sound advice. We have had pleasure in recommending him to our friends.

Dennis Taylor

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Click on the accreditations for more information

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Surrey Oaks Wealth & Financial Planning Ltd is registered in England and Wales, Number 14370658. Registered Office: Midway House Herrick Way, Staverton, Cheltenham, GL51 6TQ.