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Peace of Mind for My Children's Future Joseph helped me set up a long-term life insurance plan to leave a meaningful legacy for my children. He gave me...
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I received a fantastic service from Joseph who is one of the most genuine insurance broker I have ever dealt with. He took time to deep dive into finding out...
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I had the best experience working with Joseph for my life insurance policy. I would highly recommend his services.
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Thank you for your wonderful review, Godlove! We're thrilled to hear that we provided you with such helpful and informative service. Your peace of mind...
Expertise
- Insurance Advice
- Life Insurance
- Relevant Life Insurance
- Key Person Protection
- Lifestyle Financial Planning
- business continuity
- Business Protection
- Corporate Financial Planning
- shareholder protection
- Group Life Assurance
- Group Life
- Owner Protection
- Key Person Cover
- Business loan protection
- Loan Protection
- Income Protection
- Critical Illness Insurance
- Serious Illness Cover
- Executive Income Protection
- Business Continuity Insurance
- Whole-of-Market Broker
Summary
I am a Corporate Finance Planner and Business Continuity Advisor, working with directors and business owners to structure financial strategies that deliver resilience, efficiency, and long-term growth.
My career began in the public sector as a Project Accountant on multi-million-pound government programmes, where I gained expertise in financial modelling, cost oversight, and board-level reporting. That experience gave me a deep understanding of compliance, capital management, and decision-making at scale.
Today, I apply the same rigour to corporate finance planning, advising leaders on how align their business and personal financial strategies, ensuring that what they have built can thrive through uncertainty.
Specialisations
- Corporate Finance Planning
- Business Continuity
- Tax-Efficient Structuring
- Director and Shareholder Protection
I am also committed to community leadership, supporting Bright Kids Uganda, serving with Christian Family Ministries, and contributing to veteran causes through the British Legion. These commitments reflect my values of service, discipline, and stewardship.
Vision
Joseph’s goal is to elevate the role of corporate finance planning within wealth management. He envisions financial planning as a strategic tool, not just a safeguard, that enables directors to preserve enterprise value, protect equity, and create lasting growth.
Experience
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Tavistock Protect
Insurance Advisor
101 - 500 Employees 2023 - Current
Qualifications
Certificate In Insurance
Chartered Institute of Management Accountants (CIMA)
Interests and Hobbies
F1
Football
Mountain Biking