0330 038 8940
Based in Grimsby
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: December, 2022
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Joe is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joe's statusLast checked: 29 July 2026
Joe is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joe's status
30
Recent Client Reviews
Joe has received 30 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Joe has received 30 client reviews in the past 12 months; 100% of these have been verified
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: 08 June 2026
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.
Qualifications Uploaded
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Joe has not yet added their qualifications to their profile
Transparent Fees
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Joe has not yet added their fees to their profile
18
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Joe (based on 18 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 18 first impressions)
About
Chartered Financial Planner I joined FB Wealth Management in 2007 as an administrator/ trainee paraplanner. In my early years, I would provide administrative support for the adviser team, which progressed to research and report writing thereafter. I qualified as an adviser in 2011 and continued taking my Advanced Diploma examinations which were required to achieve my Chartered Status. I enjoy working with individuals, whether they are growing their funds, drawing from their assets, running their own business and/ or looking to tie everything together in a financial plan for the long-term. I like spending time with my wife and two daughters, watching football and playing golf. I admit that I struggle to play golf to a decent standard, certainly whilst finding the time to play when bringing up our two young daughters, but I am determined to improve my game at some point.