financial planning manager
T: 01420 83517
Joe oversees all aspects of the Financial Planning Team, who are responsible for the production of client reports and technical support to our chartered financial advisers and is currently working towards completing the Advanced Diploma in Financial Planning.
Joe joined the company in March 2020 and has 14 years’ experience working within the financial services industry. He began his career at James Hay as an Administrator, progressing through the business to a Business Development Manager position before joining Openwork as a Retirement Planning Specialist.
Most recently, Joe has worked in senior Financial Planning roles with Succession and Gallagher before joining Murdoch Asset Management as the Financial Planning Manager.
Diploma in Financial Planning, Award in Pensions Update, Certificate in Financial Services, Certificate in Mortgage Advice, Certificate in Life & Pensions