Joe Swanson DipPFS
Independent Financial Adviser
About me
I have been an adviser all my working life and now have over 30 years’ experience supporting clients to manage their finances and plan their futures.
I can help you navigate all areas of financial planning but my clients are typically looking for support with planning or enjoying their retirements, and increasingly looking for assistance in protecting their wealth for their children and grandchildren.
I have developed particular expertise in working with corporate clients to design and implement reward and benefits packages that support recruitment and retention strategies. I also work closely with business owners to manage the relationship between their corporate and personal wealth.
I work alongside my wife, Celine, who ensures you will always have a friendly voice to speak to, even when I’m out visiting clients.
Outside of work, Celine and I both play Touch Rugby. I am proud to have been selected to represent England at the forthcoming European Championships in France this July and the Asian Cup in Japan in October. Celine will also be officiating as a referee at the European Championships, so she’ll be making sure I toe the line throughout the tournament!
Location
South West England