Founder & Financial Planner
Joe’s career in financial services dates back to 1994 when he worked in the USA at American Prudential Insurance and Investments. He moved to the UK in 1999 where he joined Lloyds Bank as an adviser, before founding Anderson Financial in 2003.
In his role, Joe specialises in pensions and investments, primarily working with professional individuals, business owners and retirees, ensuring they feel in control of their financial affairs. Joe is a member of the Personal Finance Society and holds the DipPFS qualification.
See Joe's Statement of Professional Standing here.