Joe started his financial career over 12 years ago, working for two of the largest banks in the country, where he gained valuable experience in financial services. Over 7 years ago, he transitioned into Financial Advice, where he was initially a protection adviser, followed by a move into mortgage advice. Joe then decided to work in the pension advice market, gaining valuable experience regarding releasing pension benefits for retirement, along with becoming a specialist in reviewing existing pension arrangements and retirement planning.
Joe’s most recent experience was with another Financial Adviser company, where pensions and investments were his main focus. Joe decided to join McMillan Wealth Consultants to bring all of this experience together, in order to provide his new and existing clients with a holistic financial planning approach, to make sure he can help his clients in all areas.
Joe also dedicates some of his time to providing Financial Education seminars and Advice drop-ins, in order for people to access useful financial information and remove barriers to getting their questions answered.
Outside of work, Joe likes to spend time with his Fiancée, daughter and pet dog, along with keeping up to date with anything sport related!
Your home may be repossessed if you do not keep up repayments on your mortgage
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.