Get to know Joe
Joe is a financial planner at Argentis and holds the Regulated Diploma in Financial Planning (DipPFS). With over 14 years of experience in the financial services profession and more than two years at Argentis, he has built a strong foundation in helping clients navigate their financial journeys. He is passionate about delivering tailored financial advice and values the long-term relationships he has developed with clients throughout his career.
Day to day, Joe meets with clients to review their financial planning and provide clear, practical recommendations to help keep their goals on track. His main areas of focus include investment planning, pension planning, and Inheritance Tax planning. He works closely with individuals and families to create plans that align with their values and future ambitions.
Outside of work, Joe is a proud parent to three children and is currently renovating his new family home. He also enjoys playing the guitar and going for walks.
Inheritance Tax planning advice is not regulated by the Financial Conduct Authority.
In the spotlight
Hawksmoor
Certified Financial Planner
Member of Personal Finance Society
Qualifications