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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2025 Autumn Budget – Key Considerations
We have collated our key considerations following the Autumn 2025 budget announcement.Read more

Market Update: Trump & Tariffs! Stay Focused on the Long Term.
You may have seen headlines in the past few days about renewed volatility in global financial markets. Read more

George’s Rockstars Update
We are very proud to be supporting George’s Rockstars as a company headliner.Read more