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