As a Level 6 FCA authorised Chartered Financial Planner, Joe helps his clients to build a comprehensive financial plan tailored towards their specific goals and objectives. He prides himself on taking a holistic approach to the advice process, encompassing a wide range of financial planning areas, including investment advice, tax management, cash flow modelling and retirement planning.
As a Pensions Specialist, he is fully qualified to give advice on all areas of pension planning and retirement options including both Defined Benefit/Final Salary and Defined Contribution pension plans.
Joe graduated from Loughborough University with a degree in Accountancy and Financial Management before moving into the Financial Advisory profession with global accountancy firm Mazars.
Joe subsequently joined Lyndhurst in April 2017 and now operates as a Chartered Financial Planner and Pensions Specialist.
Away from the office, he is a big fan of sport, with football, running and tennis being of particular interest. His sporting idol is Rafael Nadal, however, he hasn’t been able to match his swashbuckling style of tennis just yet.