Joe Jones

Contact Joe

0115 7722126

07538 106545

The Point, Loughborough Road, West Bridgford, Nottingham, NG2 7QW

Meet the team

Enthusiastic, knowledgeable, and committed to making a difference.

View more of our team

My role

My role is to support our financial planners and paraplanning manager. I help to make sure that all advice is tailored to clients’ specific needs, and that the best possible financial solutions are reached.

I research various possibilities to help clients meet their lifetime goals and consolidate this information in a concise and easy-to-follow report.

Background

I began working in the financial services in 2017, after completing my degree.

I have worked with a variety of advisers throughout Nottingham and have a particular interest in pensions and retirement planning.

I love taking on new cases and am always on the lookout for new ways to expand my financial knowledge.

What’s important to me

Family and friends are the centre of my life. I am lucky enough to have a large network spread across the country and spend a lot of time travelling between them.

I love seeing new places, and my other hobbies include creative writing and amateur dramatics.

I enjoy running and have participated in several charity events, even encouraging friends to do the same!

Qualifications

I have the Certificate in Financial Services and am currently working towards the Diploma in Financial Planning.