Senior Financial Planner (Expat)
Joe has worked in financial services for 30 years and starting his career in pension and investment administration at various large insurance companies, including a secondment at Old Mutual International in Guernsey.
He worked as a broker consultant for Prudential and Aviva for 5 years and in 2006, he started his financial advisory career at Alexander Forbes in London. He has also worked at Close Brothers and Creative Wealth and has provided advice to many clients over the years to help them achieve their objectives.
Joe holds the Diploma in Financial Planning (DIP PFS) and the Advanced Level Qualification in Pensions Planning. He has also recently passed the Irish Qualified Financial Adviser (QFA) examination. Joe works in the Expat Division providing pension specialist advice to expatriates.
Joe lives in Co. Wexford in Ireland with his family. Joe is an avid road cyclist and has completed many long-distance charity bike rides.