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.
- Trusts
- Retirement Planning and TRS
- 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
Contact us
Get in touch today to discover how we may be able to assist you.
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