Our team

Joe Heaword

Independent Financial Adviser

Joe began his career in the financial services industry in 2016 and has since advised individuals and businesses from all walks of life.
While possessing a robust technical understanding of financial planning and products, he pursued his career as an Independent Financial Adviser mainly because of his love for the interpersonal aspect of the job. For this reason, Joe focuses on building strong, trusting relationships with his clients above all else.
Financial planning isn’t Joe‘s only passion. When he’s not taking care of his clients, he can be found out on a country run, spinning house music, or partaking in a round of golf!