Joseph Taylor

I am a Financial Planner based in Brighton and Hove with over 20 years’ experience working in financial services.

I feel it is important to gain a good understanding of my clients' financial hopes and goals but also fears and concerns. I prefer to keep things as simple as possible by focussing on core financial planning and investment principles and simply making sure these are done to an exceptional standard. I have a strong track record of placing pensions and savings into ethical and sustainable investments, which have a positive impact on society whilst simultaneously achieving individual financial goals.

I aim to be as accessible as I can as I know how frustrating it can be to not have calls or emails answered. I offer a very personalised service, despite being part of one the largest adviser firms in the South.

Outside of the office I like to spend time with my family and take long walks on the beach with our dog. I have a passion for most sports, especially football, cricket and golf. And I wish I had time to read more!

Likes

Family holidays

Long dog walks

Football

Dislikes

Lateness

Jargon

Sprouts