Joel, who joined us in 2021, began his working life in London recording studios as an engineer, seeing a broad range of music, voiceover and film projects from initial ideas to fully formed releases. He says the care and attention to detail learned early in his career has proved invaluable when working with private clients in forming their financial plans.
Having worked in financial services for 5 years, starting out in banking before transitioning into independent financial planning and advice, Joel achieved his diploma in financial planning with another independent advisory firm in Colchester. He is studying towards Chartered status.
Joel endeavours to ensure his clients have peace of mind about their finances and helps them navigate the complex world of money with clear, concise advice.
Outside of work Joel enjoys time with his wife and two energetic young children. He also has the responsibility of supporting his local church as trustee, somehow squeezing in time to fish, play bass guitar and smoke meat on the BBQ!
Joel's recent experience includes: