With a degree in Management from the University of St Andrews and membership of the Chartered Insurance Institute (CII), Joseph is the newest independent financial advisor (IFA) to join the Jones & Co team.
A real people person, Joseph is focused on fully understanding exactly what makes his clients tick. His open and approachable manner enable him to build long-standing working relationships with clients. What’s more, he takes great pride in seeing the positive impact his bespoke financial planning delivers.
Joseph is also very keen to enhance his professional development and is currently studying towards an Advanced Diploma in Financial Planning with the CII. Once he has completed this area of study in 2024, he will achieve the highly respected status of Chartered Financial Planner.
When he’s not in the office, Joseph can be found renovating his first house in his hometown of Chesterfield. This project has kept him (and his father!) occupied since January 2021 and he’s looking forward to finally moving in and spending more time on his interests including classic cars, history and current affairs.