0330 038 8942
Based in Haywards-Heath
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: November, 2021
4.9 out of 5
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FCA Status: Pending
Checks for Joel and/or the firm they work for (or are appointed representatives of) are currently pendingThis check is pending
Checks for Joel and/or the firm they work for (or are appointed representatives of) are currently pending
2
Recent Client Reviews
Joel has received 2 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Joel has received 2 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: 10 March 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.
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About
I am a Chartered Fellow of the PFS and a Fellow of the CISI. I have amassed over 20 years of experience working with high-net-worth clients. I've advised a variety of individuals over the years but specialise with Partners of law firms and accountancy practices and those individuals who are short on time or confidence to get their financial planning sorted. My areas of expertise include retirement planning, tax planning, creating bespoke portfolios and utilising cash flow modelling to help clients illustrate their current and future position. Please note Metis Wealth rebranded to Shackleton on the 1st September. Any references to Metis Wealth in client reviews prior to 1st September, relate to the company's previous brand.