Meet the team
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Joe Harris
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Paraplanner
I have over 10 years of experience in the finance industry and I am currently working as a paraplanner, while progressing towards completing my Level 4 Diploma in Regulated Financial Planning.
Outside of work, I enjoy staying active—regularly going to the gym, playing golf, and getting out for long walks.
I have a strong interest in history and enjoy visiting historical sites, as well as listening to podcasts and reading whenever I can.

ASK FOR A NO-OBLIGATION CONSULTATION
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Call 02380 420 606 for a quick chat or contact us and we can arrange an initial consultation. Whatever life-stage you are at right now, we'd love to help.
ARTICLES AND INSIGHTS
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Commercial Property Purchase for Retirement
Purchasing a commercial property with pension reserves is an often-underutilised strategy.Read more

2024 Autumn Budget – Key Considerations
We have collated our key considerations following the October 2024 budget announcement.Read more

Labour Budget – October 2024
Here we give our key summary, following the first budget by a Labour government since 2010.Read more