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Year on year, Joe has achieved and maintained my partnership qualification because the examination criteria and continuous Professional Development regime is extremely onerous, demanding a high level of commitment and dedication, endorsing Joe’s 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 Joe’s 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) Joe 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 Joe 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
Joe 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 Joe had to personally do, or get involved in, to set up the charity, here are the successful stages completed:
When Joe realised he had found a way to help a lot more people achieve the boundless results that he had enabled when just working 1-2-1 with my clients, Joe knew he could make a real impacting difference in the world that has transformed my life too. Joe 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 he could help transform exponentially.
It made the knowledge Joe shares 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.
Joe has 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, Joe has a panel of Brokers, introducers and lenders to choose from.
Experience in project managing building projects i.e. Joe 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:
Joe invested in a run-down working men’s club and converted it into a quality refurbished, family village pub, attracting a completely new clientele. Joe then managed the business during which he 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: