Bartlett Group
Joe Halliday, FPFS, is an experienced financial professional currently serving as Associate Director and Chartered Financial Planner at Bartlett Group Ltd since June 2014. With a background in independent financial advice, wealth management, and employee benefit solutions, Bartlett Group has been operational since 1940. Prior to this role, Joe Halliday completed a Diploma in Regulated Financial Planning as a Graduate Trainee - Financial Adviser. Joe's career began at Bupa as a Financial Administrator from June 2012 to June 2014. Joe Halliday holds a Bachelor of Arts in Management from the University of Leeds, where studies occurred from 2009 to 2012, following education at Denstone College from 2002 to 2009.
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Bartlett Group
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Established in 1940, Bartlett Group is an independent insurance and financial solutions specialist, offering tailored services for businesses and individuals. From bespoke insurance solutions to employee benefit packages, wealth management, and independent financial advice, our comprehensive offerings reflect our commitment to excellence. Honoured with accolades such as the UK Broker of the Year and Commercial Lines Broker of the Year in 2020, and ranked in the Financial Times Top 100 UK Financial Advisers, Bartlett Group operates globally, reaching clients in over 30 countries through our UK and overseas offices and an extensive network of associates. As a Chartered Insurance Broker, our dedication to quality is evident in our client-centric approach and the expertise of our in-house team. Today, managed proudly by the third generation of Bartletts, Bartlett Group serves businesses, charities, and individuals across the UK, ranging from regional manufacturing firms to large financial institutions. Private clients include families we've had the privilege of assisting for generations. Looking forward to the next decade rather than the next quarter, we are well-positioned to continue creating meaningful and enjoyable careers for our colleagues nationwide. When you join Bartlett, you contribute to supporting vulnerable young people in the UK and abroad. We allocate 8% of our profits to grassroots organisations, raising over a million pounds in the last four years alone for remarkable causes. Navigating markets effectively and securing success, we invite you to discover more about Bartlett's standard-setting services at www.bartlettgroup.com.