Joe Seviour
Independent Financial Adviser
Specialisms:
- Financial planning
- Pensions and retirement strategies
- Investments and Trusts
- Estate Planning
- Business Strategy and Marketing
Independent Financial Adviser
Joe works in our Financial Services department and has a Diploma in Regulated Financial Planning and a BA (Honors) Degree in Business and Entrepreneurship.
He is responsible for a range of financial planning, investment, estate management, pensions, and retirement work for our clients.
Joe has a wealth of experience dealing with clients in the construction, IT and engineering sectors.
As part of his role, Joe enjoys networking and delivering financial education presentations to groups and staff in companies all over the South West.