Based in Felpham, West Sussex, we provide independent financial advice. We help people who are planning for retirement, or their ‘financial independence date’ as we prefer to call it. We then help see them through retirement, making sure they make the most of their time on this planet and ensure that they do not run out of money.

Our director Joe is a level 7 Certified Financial Planner CFP™ with the Chartered Institute for Securities and Investment. He is also a Chartered Financial Planner and Fellow of the Personal Finance Society. Joe is passionate about helping clients use their assets to live fulfilling lives. Joe manages to balance his high level of technical knowledge with an adept ability to explain things in a way that anyone can understand.

Supporting Joe is a team of highly qualified and experienced Paraplanners and administrators.

Outside of work, Joe is married with two young children and lives in Felpham. He enjoys Crossfit to keep fit and plays football and golf. Joe’s favourite topics of conversation are travelling and good food and drink.

The guidance and/or advice contained within this website are subject to the UK regulatory regime and are therefore targeted at consumers based in the UK.

What our clients say

Joe has been our trusted IFA since early 2017. He is extremely well informed and enables us to make calm, reasoned and sensible decisions with regard to all of our personal finances.

He is skilled at allowing us to become financially astute and allow us to live without anxiety about what happens with our money.

Joe continues to offer wise advice and support for which we are most grateful.

Mr R Porter

Instead of working toward retirement, work toward your ideal lifestyle. There is usually a path to get there in a few years instead of a few decades.

James Clear