Joe started his career in Financial Services in 2006 working with one of the largest Banks in the world. He has worked with clients of all backgrounds in a range of advice areas including lending, investing and estate planning.
Most recently he worked with a new company building up an advice firm from start up.
Joe also heads up Compliance and AML.
Andrew has been working in Financial Services since 2010, working in the Mortgage and Financial Advice Sector qualifying as an IFA. This broad experience has enabled him to fully understand clients circumstances and formulate advice tailored to client needs. Andrew is passionate about helping people achieve their financial goals, whether this be early retirement or protecting what’s important.
Surrey Hills Wealth Management is an Authorised Representative of Finsgate LLP, registration number OC352831, whose registered office is at Parallel House, 32 London Road, Guildford, GU1 2AB, England.
Finsgate LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference Number 522649).
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