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Joseph Taylor

Joseph Taylor

Financial Planner

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East Sussex

About me

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!

My details

I like helping people on:

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Pensions - I’m approaching retirement

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Pensions – I’m retired

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Inheritance planning

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Socially responsible investing

My qualifications:

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Diploma in Financial Planning

My charging model:

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Ongoing % fee