Joel Fitzsimmons

Senior Technical & Advice Reporting Executive

Professionally

Joel is a friendly member of the team who has worked in the financial industry for over 5 years, starting his career in compliance and finding an interest in the inner workings of an Independent Financial Advisers. Joel progressed in his role, taking on a role within our Technical & Advice Reporting team where he continues to take exams to enhance his knowledge.

 

Specialisms

  • Trusts
  • Retirement Planning and TRS

qualifications

  • Advanced Diploma in Financial Planning (APFS)

Personally

Joel is driven and continually has a goal in mind, currently he is working towards becoming an adviser and obtaining his fellowship.

Joel in the spotlight

Favourite Holiday Destination:
Tuscany
In my spare time:
I like to go on photo walks, write music and keep active. On the weekends you may find me in a coffee shop or pub with my wife.
My day starts by:
A coffee and a crossword
London regional office:
Craven Street Wealth
Temple Chambers
3-7 Temple Avenue
EC4Y 0DP
Kent regional office:
Craven Street Wealth
Graylaw House
20 - 22 Watling Street
Canterbury
Kent
CT1 2UA
Kent Regional Office:
Lawrence House
Summer Hill
Harbledown
Canterbury
Kent
CT2 8GT
Sussex regional office:
Craven Street Wealth
Freedom Works: The Courtyard
30 Worthing Road
Horsham
RH12 1SL
Bedfordshire regional office:
Craven Street Wealth
Bedford I Lab
The Innovation Centre
Stannard Way
Priory Business Park
Bedford
MK44 3RZ
Dorset regional office:
Craven Street Wealth
Ground Floor
Unit 7 Winchester Place
North Street
Poole
BH15 1NX
Oxfordshire regional office:
Craven Street Wealth
Seacourt Tower
West Way
Oxford
OX2 0JJ

Contact us

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