Joseph gave me a better understanding of my options for retirement and the peace of mind to live my life now.

  • 30% Cars
  • 25% Personal Development
  • 20% History
  • 15% Holidays
  • 10% Stately Home Explorer


  • Member of the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investment (CISI)
  • CII Diploma in Regulated Financial Planning
  • CISI Certificate in Advanced Financial Planning
  • Provides holistic advice on investments, pensions and protection

I entered the financial services profession shortly after graduating from the University of St Andrews, where I studied Management.

I started my career with a specialist investment management firm in Sheffield, where I qualified as a financial adviser through completion of the CII’s Diploma in Regulated Financial Planning. Following this, I gained experience at another local firm, where I completed the CISI’s Certificate in Advanced Financial Planning.

I joined Shorts in March 2024 and specialise in delivering holistic financial planning across pensions, investments and protection. My aim is to provide clients with sound advice which helps them to enjoy their lives with confidence.

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