Joe has been part of Progeny since 2018, initially joining the RU Group before our transition to Progeny in 2022. Joe is a Chartered Financial Planner and Fellow of the Personal Finance Society and is based in the Nottingham office. He lives in the village of Keyworth, where he truly appreciates the sense of community and the friendly atmosphere that comes with village life.
Joe’s favourite aspect of his role is helping clients achieve financial independence. Joe takes great pride in ensuring clients can enjoy spending their hard-earned money without unnecessary worry. By removing complexity and managing the risks within their financial plans, Joe and his team enable clients to feel confident making the most of their resources and enjoying life.
Outside of work, Joe is happily married to Alex, and they share their home with two Maine Coon cats and a Cocker Spaniel. They are currently undertaking a full renovation of their home, which has been quite eventful. Joe loves sport and has a particular passion for football, athletics, and MMA.
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