Joe Phillips Email & Phone Number

As a young Financial Planner based in the North east, I am committed to providing straightforward, client-focused advice that cuts through the noise. Having worked in the Financial Services industry since 2017, I have gained experience in firms of all sizes, developing a passion for working with people of all backgrounds. I strive to help clients achieve their financial goals while also supporting their broader life objectives, ensuring a holistic approach to their financial well-being.I specialise in creating personalised financial plans that address a wide range of goals, from retirement planning, tax-efficient strategies and estate planning to helping small business owners realise their dreams both pre and post sale. I am a member of the Accounting and Financial Management Advisory Board at Northumbria University, supporting the development of strategy, priority areas and activity for Newcastle Business School. I believe in a no-nonsense approach to financial planning, where jargon is replaced with clarity and confusion is replaced with understanding. My clients appreciate my ability to provide fresh insights and practical solutions that empower them to achieve their financial objectives.Always open for a chat about Financial Planning, Sports... or to be honest just about anything.Call us: 0191 384 1008Email: jphillips@wealthofadvice.co.ukWebsite: www.wealthofadvice.co.uk