Joe Dancer
Chartered Wealth Planner
Based in Cheltenham
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 Chartered 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.
"In my spare time, I enjoy life with my wife and two young daughters. I am an avid sports fan and regularly play cricket and golf."
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