Joe Kendall​​​​

With a keen eye for financial strategy and a dedication to his clients’ success, Joe has established himself as a trusted advisor in the finance industry. With six years of experience under his belt, Joe brings a wealth of knowledge and expertise to the table. Working with both private clients and business owners, Joe understands the unique needs and goals of each. Whether it’s crafting personalised investment portfolios, creating retirement plans, or ensuring that your finances are as tax efficient as they can be, he is committed to providing tailored solutions that align with his clients’ objectives.

Joe recognises the importance of preserving wealth and facilitating the smooth transitions between generations, he works closely with clients to develop comprehensive strategies that minimise tax liabilities and ensure the seamless transfer of assets. With a deep understanding of the nuances surrounding inheritance tax laws and estate planning, Joe provides invaluable guidance to individuals and families seeking to preserve their wealth for the benefit of their loved ones.

Outside of his career Joe is an avid rugby player, and more recently, a runner. He also is a keen traveller and takes frequent trips with his partner and Golden Retriever in his 2004 Ford Transit campervan which he has converted himself, eventually building up to a trip to the south of Portugal (if the old van can survive the journey).