0330 038 8938
Based in Bognor-Regis
View locationChecks carried out by VouchedFor
FCA Regulated
Joe and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 24 April 2025
Joe and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Joe has not received any client reviews in the past 12 months
Joe has not received any reviews in the last 12 months
Joe has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 06 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Joe has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Joe has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Joe has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Joe has provided information on their typical fees
Joe has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Joe (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Joe
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Joe (based on 4 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Joe and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 24 April 2025
Joe and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Joe has not received any client reviews in the past 12 months
Joe has not received any reviews in the last 12 months
Joe has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 06 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Joe has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Joe has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Joe has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Joe has provided information on their typical fees
Joe has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Joe (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Joe
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Joe (based on 4 first impressions)
Based in Felpham, Bognor Regis I have worked in Financial Services for over 11 years. I am on a mission to work with 100 people who want to grow their wealth and plan for their ideal lifestyle in retirement. I am a level 7 Certified Financial Planner CFP™ with the Chartered Institute for Securities and Investment. I am also a Chartered Financial Planner and Fellow of the Personal Finance Society. I provide Independent financial advice on all aspects of financial planning except mortgages. I specialise in retirement planning. You can find out more on our website here www.bestlifefp.co.uk I love to create financial plans for individuals and their families, I want to find out what is important to you and do everything I can to help you achieve your goals and desired lifestyle. Outside of work I am married and have two young children, a Cavalier King Charles Spaniel and two cats. I am also a keen golfer and Crossfitter. I am charged for all enquiries I obtain through VouchedFor, so please only contact me if you are serious and genuine about looking for financial advice.
Offers available through VouchedFor
Contact Joe through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Joe's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.