ADVISER PROFILE
Joe Stuart
Role: Independent Financial Adviser
Location: Southport
Qualifications: BSc (Hons) Business & Management with Accounting & Finance
CII Diploma in Regulated Financial Planning (DipPFS)
Joe enjoys getting to know clients and building great working relationships with them.
He is really passionate about ensuring that individuals and families have adequate financial protection and helping them to visualise what their ‘best life’ looks like and how he can help them achieve that through effective financial planning.
Joe is a PFS Member and Alumni of Edge Hill University
Outside of work…
Joe plays lots of sports including rugby, padel, football, running and hiking. He also aims to go camping as many times in the year as he can.
He has a Staffordshire Bull Terrier called Enzo.
When asked about his favourite food, Joe likes most types of Asian cuisine! He loves Malaysian curry.