Joe Swanson

Joe Swanson is an Independent Financial Adviser with extensive experience in financial services, currently working at AFH Wealth Management since September 2018. Previous roles include Corporate Distribution Manager at Hargreaves Lansdown Workplace Solutions, Director at Company Rapport, and Director at UBS. Joe has also served as Regional Manager and Independent Financial Adviser at Origen Financial Services and as an Independent Financial Consultant at Elliott Bayley. Educational qualifications include a DipPFS in Financial Planning and Services from the Chartered Insurance Institute, Active Manager Coach Accreditation from Bearing Point, and several other certificates in pensions and coaching. Joe's leadership in developing award-winning corporate benefits propositions underscores a strong background in financial consulting and management.