Joseph Wicks

Areas of expertise

Holistic Financial Planning

Wealth Structuring

Cashflow Modelling

Tax Optimisation

Experience

Joe has over 7 years of experience dealing with private clients in the financial services industry. He started his career at SS&C liaising with corporate entities, financial planners and private clients regarding their investment needs. Later moving to a financial planning boutique in London focusing on High Net Worth and Ultra High Network individuals.

Joe joined Evelyn Partners in 2023 as an Associate Financial Planner based in London. He values long-term client relationships with a speciality in dealing with complex areas of advice. He is a Chartered Financial Planner of the Personal Finance Society and an Affiliate Member of The Society of Trust and Estate Practitioners (STEP).

Notable client work and achievements

Rising Star under 30 at the WealthBriefing European Awards 2024.

Professional qualifications and memberships

(STEP) Affiliate Member of the Society for Trust & Estate Practitioners

(STEP) Advance Certificate in Advising Family Business

(CII) Chartered Financial Planner of the Personal Finance Society - APFS

(CII) Certificate in Advance Mortgage Advice

(CII) Certificate in Discretionary Investment Management

(CII) Certificate in Securities Advice and Dealing