Financial Planner

Joel Birkhead – DipPFS

Meet the team

Joel Birkhead – DipPFS

Having graduated from the University of Manchester with a degree in Biochemistry with Industrial Experience, Joel then took a sharp turn left into the Finance Industry. Joel joined our advisory team in July 2020 having worked in the more technical aspects of the industry for a number of years. He aims to assist us in growing the company going forward and is looking forward to having a more client facing role.

In his free time, he enjoys playing sports such as football, basketball and golf as well as relaxing by reading a book or practicing meditation.

Likes: Newcastle United, Football, Basketball.



Do you have a clear retirement savings target

Why cash isn't always King!

With global stock markets rising to record levels this year, attitudes towards investing make for interesting reading. New research suggests that…

Economic Investment Update - January 2021

In our latest monthly investment update for January 2021, we take a look at how the global investment markets, economy and commodities are…

Market Correction and Coronavirus

Market correction reminds us time in the market matters

The coronavirus crisis continues to bite with global financial markets experiencing another tough day.

Despite a coordinated effort from central…

Contact us for help with your finances