Joe Webster

Trainee Financial Planner


Joe assists the team with any administrative support including producing all relevant paperwork, portfolios and reports.

He also follows up with providers to retrieve accurate information and updates clients with any relevant information, all whilst studying his RO financial exams to work towards becoming a fully qualified financial planner.


Outside of work, Joe can be found either on the football pitch or the golf course. He’s a big music listener and spends time with his girlfriend.

On an ideal weekend, you can find me:

Playing golf

My favourite holiday destination is:

Anywhere with skiing

My favourite song to play in the car is:

‘Too Much for Me’ by Charlene Smith

The first album I bought was:


If I could be any fictional character, I would be:


If I could turn any activity into an Olympic sport, I would win a medal in:

Making pasta

When the dessert menu arrives, I’m looking for:

Sticky toffee pudding and ice cream

The three qualities that draw me to new people are:

Kindness, positivity and confidence

My pet peeve is:


The best gift I’ve ever received is:

A watch from my dad

The three people at my dream dinner party would be:

Neil deGrasse Tyson, Forrest Galante and Tiger Woods

The three small things that make my day better are:

My girlfriend, my dogs, a good series

Three things I haven’t done so far include:

Pass my driving test, got really good at golf, and been to a foreign football match