Milton Keynes
Joe joined Perspective as a Graduate Trainee in 2002 after graduating from the University of Northumbria with a 2:1 BA (Hons) degree in Financial Services.
Since joining Perspective, Joe has completed the Advanced Diploma in Financial Planning with the Chartered Insurance Institute and was awarded Fellowship of the Personal Finance Society in December 2017. In the same year, he received the Mike Jackson Trophy from the Insurance Institute of Luton and St Albans for achieving the highest results in life and financial services examinations. He also holds the Certificate in Investment Management from the Chartered Institute for Securities and Investment.
Joe’s primary focus at Perspective is working with private and corporate clients to assess and manage their pension, investment and insurance needs. He works closely with clients to ensure timely and appropriate advice is provided and maintains strong relationships with professional introducers such as accountants and solicitors.
Outside of work, Joe has four sons and is actively involved in his local rugby club. He volunteers as head coach for the under 10s and serves as chairman of the mini and junior section as well as occasionally playing himself.
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Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123