At work

Joe is qualified to CertPFS and CeMAP level.

He advises new and existing clients on all aspects of financial planning, both face to face and via telephone or email.

At home

Joe enjoys various sports, especially football.

He also likes running, walking, and going to the gym.

Joe’s other interests include reading and listening to music.

Spotlight
questions


My proudest moment as an IFA is:

Helping clients achieve their financial goals.

The three things I love most about my job are:

Problem-solving, creating wealth for clients, and financial coaching.

The types of people I most enjoy working with are:

Hard-working, professional, and approachable.

Meet everyone else

Behind every successful financial strategy is a team of passionate experts. Get to know the faces of Blackstone Financial Management – your partners in achieving lasting financial success.