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

  • Tavistock Protect

    Insurance Advisor
    101 - 500 Employees 2023 - Current
    Tavistock Protect

Qualifications

Certificate In Insurance

Chartered Institute of Management Accountants (CIMA)


Interests and Hobbies

F1

Football

Mountain Biking


Email Joseph Mayanja

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