Head of Corporate Clients
Joe, as he’s known in the office, heads up the Courtiers Corporate Client division and has gained the Advanced Diploma of the Personal Finance Society (APFS), as well as the Investment Management Certificate (IMC). He is also a Chartered Financial Planner.
Background / Experience
Joe graduated from Nottingham University in 2000 with a degree in History and joined a large Financial Services company, working within the Executive Pensions department. In 2004 he came to Courtiers.
In his spare time, Joe enjoys travel, running, cycling and skiing. He is also a fair weather supporter of Reading FC.