Joe has been with Lansdown Place since September 2021, inspired to pursue financial advice from his experiences at university and the internships he obtained whilst there. He joined the Graduate Training Programme and worked exclusively with one of the directors, Graham Lewis, giving him valuable real-life experience whilst he studied for his exams. He achieved his Level 4 Diploma in Regulated Financial Planning and is proud to be a part of what Lansdown Place represent.

With extensive of knowledge of protection, investment, retirement and estate planning, Joe takes a specific interest in retirement planning as he believes everyone should be able to have their dream retirement at a reasonable age. Cash flow modelling is a powerful part of his retirement planning proposition.

Outside of work, Joe finds happiness when travelling the world with friends or family and is always planning the next big trip away. He loves the meticulous planning involved in organising a road trip and has an ambitious objective of visiting every country in the world. Besides travel, he loves playing tennis & football.

‘I am passionate about providing holistic financial planning and firmly believe that everyone should be entitled to this.’

Meet the team

Quick links

Get in touch

Connect

Accreditation