Telephone: 01225 437600
Mobile: 07969 914129
Joe began his career in financial services in October 1987, for those that remember the crash, an inauspicious start!
The first sixteen years were spent at Chase de Vere, initially as an adviser and then as a director with senior regulatory responsibilities. Following a period in consultancy roles with a number of well-known financial service companies, Joe formed Beckford James along with two former colleagues late in 2009.
As well as always remaining a practicing adviser, Joe has held both management and regulatory responsibilities throughout his career and enjoys the varied challenges that the different roles bring. Joe’s primary specialisms are pension and trust work as well as heading up the Beckford James investment committee.
He is both a Chartered and a Certified Financial Planner, a Fellow of the Personal Finance Society (FPFS), A chartered member of the Chartered Institute for Securities & Investment (CISI), an Affiliate of STEP, a member of the PMI and a regulated Pension Transfer Specialist.
On a personal level he is a keen rugby fan, following Bath in the premiership as well as recently hanging up his boots from coaching a local junior team as a level 2 RFU coach and a registered Somerset Society rugby referee.