Helping people achieve their financial goals is an extremely rewarding experience. No two clients are the same, which means no two days are the same. It’s a fast-paced industry, full of characters and personal interaction, and Joe absolutely loves it.
Since we made cashflow modelling an integral part of our advice process, we bring to life people’s finances and show how their money interacts with their life. We’ve been able to encourage people to retire sooner than they thought, gift money they didn’t think they could, and live to a higher standard than they thought was sustainable. It’s been revolutionary to our business. In this legislative and financial landscape, having the tools, knowledge and experience to show people how their pensions interact with their objectives for income, flexibility and legacy has been extremely powerful.
In his spare time, Joe hacks golf balls around his local club, tries to catch fish on the River Great Ouse, watches Nottingham Forest underachieve, and barbecues meat throughout the year, regardless of the weather. His Labradors also enjoy the fruits of this.