About Joel
After completing a Master of Science in Economics with International Banking, Joel joined a software business, which supported local councils with their finances.
Having always been passionate about financial services, Joel was then invited to join the St. James’s Place Academy, to qualify as a financial adviser. Since then, Joel has worked for a couple of years with another St. James’s Place Practice before joining the Capstone Financial team to offer financial advice to professionals and business owners. His focus is helping his clients plan for retirement, protect their family or business and maximise their wealth.
Joel prides himself on creating longstanding relationships with clients, taking time to learn what his client’s needs are and building a specific financial plan that helps them achieve their short and long term goals.
Recently, Joel became a dad for the first time, which keeps him very busy outside of work. He also enjoys spending time with his family and friends, and travelling when he can. He’s also a keen cook, particularly if it involves barbequing.