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Joe Fisher

Adviser

I am a dedicated Financial Planner with a passion for helping individuals and families achieve their financial goals. I graduated with a degree in Economics from Nottingham Trent University in 2018 and have been working in the financial services industry since graduating. Over the years, I’ve gained a deep understanding of wealth management, retirement planning, and tax optimisation, which I apply to create bespoke financial plans that meet each client’s unique needs.

My approach to financial planning is data-driven, but I am mindful that each client’s personal situation is unique and requires tailored advice. I believe that by combining careful analysis with a clear understanding of each person’s goals, I can help them make confident, informed decisions about their financial future and lead them towards the ultimate goal – financial freedom.

I’m committed to continuous learning and staying up to date with the latest trends in the financial markets. This ensures that I can provide the best possible guidance to my clients as they navigate the ever-changing landscape of personal finance.

When I’m not helping clients plan for their financial futures, I like to stay active by either playing tennis or going to the gym. I love getting outside for walks with my miniature dachshund—there’s nothing better than some fresh air and quality time with my four-legged companion.

And of course, I’m a huge Arsenal fan! I closely follow every match, celebrating the highs and enduring the lows of my beloved football team. Whether it’s sports, fitness, or spending time with family (and my dog), I believe in balancing hard work with the things that make life fun and fulfilling.

Whether you’re planning for retirement, investing for the future, or managing wealth across generations, I’m here to help you create a financial strategy that works for you.