Joe Dancer

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 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.

"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)."

Ready for a conversation?

There’s no pressure and no obligation – just a confidential chat to understand your goals.

Share your details and a member of our team will be in touch.

Thank you for submitting your details. We'll be in touch to arrange a convenient meeting time for you.