Joe joined St Edmundsbury Wealth Management in July 2019 having worked previously in the industry for 3 years. He holds both a Diploma in Regulated Financial Advice and a Certificate in Mortgage Advice and Practice. Joe provided adviser support with Pensions and Investments Administration as well as offering advice to individual clients on Protection. In more recent times, Joe has been appointed as a mentor for Trainee Client Account Managers at CamOuse Financial Management as well as focusing towards advising his own clients on both Protection ad Mortgages.
In his spare time, if Joe is not at the golf course or watching Spurs, he’s spending quality time with his fiancé and family.
Joe has achieved the following qualifications: LIBF Level 4 Diploma for Financial Advisers, LIBF Level 3 Certificate in Mortgage Advice and Practice (CeMAP) and RO4.