Joe Webster
Trainee Financial Planner
Professionally
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.
Personally
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.