Chartered Wealth Planner
Diploma in Financial Planning (DipPFS)
Certificate in Mortgage Advice - Cert CII (MP)
Certificate in Equity Release (Cert CII)
Joe joined Succession in 2018 after obtaining a Degree in Accounting and Finance, and has since become a qualified Associate Wealth Planner. He seeks to apply the same good principles of teamwork and trust that he learned in his professional rugby career to his work.
"I closely follow most sports and enjoy playing rugby, cricket and golf. My spare time is spent walking the Cotswolds with the dog (Piper the cockerpoo)."
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.