About Joe
I joined the company in 2023, bringing more than five years’ experience across the financial services industry, including roles in private banking and insurance. I have a strong interest in global financial markets and enjoy helping clients navigate an ever-changing investment landscape.
I hold the Level 4 CISI Investment Advice Diploma and deal across a broad range of investment products, including global equities, fixed income, derivatives and structured products.
Outside of work, I enjoy keeping active, whether that’s spending time in the gym or exploring the stunning coastal walks that Jersey has to offer.
