About Joe
My passion for becoming a financial planner stems from a strong desire to empower individuals to take control of their financial future and achieve their personal goals.
After 13 rewarding years as a primary school teacher with a specialism in mathematics, I’m now channeling my love for numbers and problem-solving into a new career in financial planning.
I’m currently working towards my Diploma in Financial Planning and continually expanding my knowledge of financial strategies. Throughout my teaching career, I’ve developed strong trusting relationships to support students achieve results and I am looking forward to building these with clients helping them feel informed, confident and supported as they plan their financial future.
