01727 845500 Customer Area

Joe Wicks

Independent Financial Adviser, St Albans

Financial
Advice

Independent Financial Adviser – Joe previously worked alongside our senior advisers, supporting them while working through his exams. He now works in the financial planning team in the St Albans office, continuing his journey as an adviser.

Education &
Qualifications

In 2023, Joe passed his Chartered Institute of Insurance Diploma in Regulated Financial Planning. He is continuing his studies to obtain the Chartered Financial Planner Status, having already completed his Chartered Investments exam earlier this year. Alongside this, he has also completed his CII Level 3 Certificate in Mortgage Advice.

Financial
Planning Advice

Joe provides tailored, independent, lifetime financial planning, supporting his clients to achieve their long-term financial goals. Lonsdale financial advisers offer pension and retirement advice, investment planning, estate planning and advise on long-term savings options. Joe is working in the St Albans office where he also supports customers by providing advice on mortgages and protection products.

Lonsdale
Awards

In 2017, Lonsdale Services won the Retirement Planner Award (RPA) Outstanding Customer Care award  and the RPA for Best Individual Pension Advice firm in the South East and Anglia in 2018. In 2021, Lonsdale Services won the Best Adviser Firm for Vulnerable Client Care at the 2021 National Professional Adviser Awards.

A Little
About Joe

Joe played professional football for Millwall, where he spent 3 years at the club before being released. He continued his career at the semi-professional level for a couple of years alongside various coaching roles before joining Lonsdale in December 2021. At weekends, Joe enjoys playing football and golf with mates. He also enjoys going to watch Hull City whenever possible.

I’ve been a client of Lonsdale’s for over 20 years. They’ve helped me negotiate my husband’s serious illness and being widowed in my 40s. They’ve helped me plan for career breaks and now retirement. I trust them implicitly; decisions are clearly explained and my financial security future-proofed.”

Mrs M, St Albans

Need financial or pension advice?

Contact our Lonsdale Independent Financial Advisers (IFAs) in St Albans, Hertfordshire on 01727 845500 or complete the form below to book a free financial planning initial consultation.

Joe Wicks Financial Adviser St Albans

Find the St Albans office

3 Curo Park, Frogmore, St Albans, Hertfordshire, AL2 2DD

01727 845500
ku.oc.secivreseladsnol@seiriuqne

Joe’s LinkedIn profile