Joe has over 30 years’ experience in financial planning and is a Chartered member of The Chartered Institute of Securities and Investments (CISI) and an affiliate of STEP – The Society of Trust and Estate Practitioners. He is Managing Director of Perspective (Northants & Cambs) Ltd.
Previously, Joe was the founder and owner of Independent Life & Pensions Group which became part of Perspective in 2020.
Joe specialises in providing investment, wealth management and trust and estate planning advice.