Joe Wadsted

Dip CII, CeMAP Financial Planning Consultant
Guildford Surrey

Joe has been working within the Financial Services sector, helping clients meet their goals and aspirations for over 12 years.

He prides himself on his professionalism and passion to really understand a client’s true financial aims then working with them through this journey to deliver tailored and bespoke outcomes.

He strongly believes that a client’s financial situation is always individual and can often be complex so always works to ensure that true understanding and comfort with every potential solution is achieved.

He has experience in many different financial fields, working for HSBC Bank in Mortgages and High Net Worth financial advice, also as an a Financial Adviser gaining knowledge of the market place as a whole and consistently delivers exceptional customer service putting the client at the heart of everything he does.

Outside of work he is a keen cook, follows sport and enjoys spending time with his family, friends and dog.

 

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
 

The Financial Conduct Authority do not regulate Trusts. 

 

 Your home may be repossessed if you do not keep up repayments on your mortgage.


Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Pensions
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance, aka Income Protection
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