Financial Planner Director
Current
Apr 2023 - Present
AeroLeads people directory · profile
Joe O'Brien Cfp™ Fpfs Fcsi Email & Phone Number
Chartered Financial Planner - 07881 209 383
at
McHardy Private Wealth Ltd
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Chartered Financial Planner - 07881 209 383
Location
Kelso, Scotland, United Kingdom
Who is Joe O'Brien Cfp™ Fpfs Fcsi? Overview
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Quick answer
Joe O'Brien Cfp™ Fpfs Fcsi is listed as Chartered Financial Planner - 07881 209 383 at McHardy Private Wealth Ltd, based in Kelso, Scotland, United Kingdom. AeroLeads shows a matched LinkedIn profile for Joe O'Brien Cfp™ Fpfs Fcsi.
Joe O'Brien Cfp™ Fpfs Fcsi previously worked as Financial Planner Director at Mchardy Private Wealth Ltd and Director of Wealth Management at Greaves West & Ayre. Joe O'Brien Cfp™ Fpfs Fcsi holds Chartered Financial Planner, Financial Planning, Chartered Financial Planner (Fellowship) Fpfs from Chartered Insurance Institute.
Company email context
Email format at McHardy Private Wealth Ltd
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McHardy Private Wealth Ltd
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Profile bio
About Joe O'Brien Cfp™ Fpfs Fcsi
Hi, I'm Joe.I live in Kelso in the Scottish Borders and I help people across the UK, predominately in the Scottish Borders, Northumberland and the Central Belt with their Financial Planning. This includes:1️⃣ Life Insurance, Income Protection, Critical illness.2️⃣ Investments.3️⃣ Pensions.4️⃣ Wills and Power of Attorney.5️⃣ Tax Planning - Inheritance Tax, Income Tax Planning, Corporation Tax and Capital Gains Tax.6️⃣ Companies and TrustsIf you want to have a chat, please book a time and I look forward to seeing you on a Teams call soon.You can book some time with me using my on-line calendar: https://calendly.com/joe-mpwAlternatively, you can contact me on 07881 209 383 or e-mail me at joe@mchardyprivatewealth.co.uk
Current workplace
Joe O'Brien Cfp™ Fpfs Fcsi's current company
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4 roles
Joe O'Brien Cfp™ Fpfs Fcsi work experience
A career timeline built from the work history available for this profile.
Director Of Wealth Management
Jan 2014 - Mar 2023
Employee Benefits Specialist
Aug 2012 - Dec 2013
Employee Benefits Specialist
Oct 2007 - Jul 2012
2 education records
Joe O'Brien Cfp™ Fpfs Fcsi education
Chartered Financial Planner, Financial Planning, Chartered Financial Planner (Fellowship) Fpfs
Chartered Financial Planner
FAQ
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Quick answers generated from the profile data available on this page.
What company does Joe O'Brien Cfp™ Fpfs Fcsi work for?
Joe O'Brien Cfp™ Fpfs Fcsi works for McHardy Private Wealth Ltd.
What is Joe O'Brien Cfp™ Fpfs Fcsi's role at McHardy Private Wealth Ltd?
Joe O'Brien Cfp™ Fpfs Fcsi is listed as Chartered Financial Planner - 07881 209 383 at McHardy Private Wealth Ltd.
Where is Joe O'Brien Cfp™ Fpfs Fcsi based?
Joe O'Brien Cfp™ Fpfs Fcsi is based in Kelso, Scotland, United Kingdom while working with McHardy Private Wealth Ltd.
What companies has Joe O'Brien Cfp™ Fpfs Fcsi worked for?
Joe O'Brien Cfp™ Fpfs Fcsi has worked for Mchardy Private Wealth Ltd, Greaves West & Ayre, Close Brothers Group Plc, and Jlt Employee Benefits.
How can I contact Joe O'Brien Cfp™ Fpfs Fcsi?
You can use AeroLeads to view verified contact signals for Joe O'Brien Cfp™ Fpfs Fcsi at McHardy Private Wealth Ltd, including work email, phone, and LinkedIn data when available.
What schools did Joe O'Brien Cfp™ Fpfs Fcsi attend?
Joe O'Brien Cfp™ Fpfs Fcsi holds Chartered Financial Planner, Financial Planning, Chartered Financial Planner (Fellowship) Fpfs from Chartered Insurance Institute.
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