Joel is a Chartered Financial Planner and has worked in financial services since 2005. Joel aims to provide his clients with a dedicated, calm, and considered service, hoping clients feel the working relationship is more like a friendship than a typical Adviser-client arrangement.
Joel’s financial motto has always been “Money matters, but life matters more” which hopefully illustrates the focus when designing and managing a financial plan for a client.
Outside of work, Joel likes a lot of things his kids find incredible boring, but a love of football (West Ham), golf, holidays, Sushi and making them sit through the Back To The Future trilogy over and over again, means they spend lots of time together, which he loves.
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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.