's qualifications
At work
Joel is one of our dedicated Client Administrators. In this role, Joel works closely with the rest of the team to ensure a smooth experience for clients, assisting them in achieving their financial goals.
Before joining the firm, Joel earned a BSc (Hons) in Management from the University of Kent. This academic background has provided him with the skills necessary to excel in client administration and financial planning.
Outside of work, Joel enjoys travelling, reading and spending time with his three dogs.