joe is FCA-verified.
Yes. joe is FCA-regulated and verified by Trusted Advisor. We re-check every adviser's FCA status regularly to make sure their authorisation to give regulated advice is current.
joe offers IHT planning, Insurance, Mortgages, Retirement planning. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
Fees vary depending on the service, the complexity of your situation and the assets involved. joe will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
joe is an independent financial adviser, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message joe directly through the contact form.
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. joe is based in the UK but you can confirm preferred meeting locations and video options when you book your initial call.