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Year on year, I have achieved and maintain my partnership qualification because the examination criteria and continuous Professional Development regime is extremely onerous, demanding a high level of commitment and dedication, endorsing my claim as one of the most experienced and results focused Professional Financial Advisers in the country successfully creating wealth strategies for businesses and individuals.
Following advancing my qualifications, many years of continuous Professional Development ensued and as the qualification criteria was increased by the Personal Finance Society (the Professional Body and part of the Chartered Insurance Institute) I continued to increase my knowledge and level of qualifications.
Areas of expertise include:
Joe’s experience in the knowledge has now advanced him onto earning a Diploma.
As the result of my serious accident in the military, during time serving with the SAS, a distinct lack of support for injured veterans and their families was highlighted, even those seriously affected from serving in the British Forces in war and peace campaigns abroad, such as Afghanistan.
As a result, knowing the positive impact I had already achieved, I knew I could help those for whom no support or funding has been provided. Therefore, sourcing my business knowledge and acumen I set out to build the Sanctuary For Veterans Charity organisation and facility to help veterans, desperately in need of mental and physical rehabilitation from the effects and horrors of the theatre of war.
To give you a measure of what I had to personally do, or get involved in, to set up the charity, here are the successful stages completed:
When I realised I had found a way to help a lot more people achieve the boundless results that I had enabled when just working 1-2-1 with my clients, I knew I could make a real impacting difference in the world that has transformed my life too. I pulled together more than 30 years of multiple life and business ‘struggle-to-success’ experience, expertise and learnings, to invent a new, innovative method that would expand the number of people’s lives I could help transform exponentially.
It made the knowledge I share more accessible, affordable and transformational than ever before.
And so, The Transformer was born.
When you read more about The Transformer, you will see that, because unwavering belief in yourself to achieve the seemingly impossible, a healthy body and high performing mind, and a tried and tested wealth strategy is essential to life and business success, Mindset, Health & Wealth play the primary roles in the way I help business owners and entrepreneurs.
I have developed lasting relationships with a team of surveyors, architects and property valuers my MM’s can have access to:
In addition to being a fully qualified residential and Commercial broker for lending, I have a panel of Brokers, introducers and lenders to choose from.
Experience in project managing building projects i.e. I was the Chief Advanced City and Guilds Plumber and Pipefitter in charge of a team of Plumbers during the construction of a 250000-gallon underground water reservoir built in Canada to supply a military base in the outback. This was built because the existing water well was drying up.
Developing client awareness in financial management and how to maximise their assets to grow wealth in a tax efficient manner. Responsible for:
I invested in a run-down working men’s club and converted it into a quality refurbished, family village pub, attracting a completely new clientele. I then managed the business during which I was responsible for the financial strategy of the business and ordering products (beer, wines and spirits, food and all maintenance supplies) and managing the staff.
My other responsibilities included:
With an EXIT Strategy in mind we set a goal to sell the family pub business and the property, as a whole, within 3 years. We achieved this a few months early at a 400% profit.
Providing a method to reduce clients’ monthly expenditure on utilities within the business, saving up to 25%/£1,500, and personally up to 25%/£800. This is depending on spend. This creates more expendable income for their business and personally to either invest elsewhere and enjoy a more comfortable lifestyle. Key areas of focus include: