Tom Birtles


Joe Stuart

Role: Paraplanner and trainee Independent Financial Adviser
Location: Liverpool Office
Qualifications: BSc (Hons) Business & Management with Accounting & Finance

Joe helps with…

Supporting our Independent Financial Advisers. His job exposes him to various steps of the financial advice process, allowing him to continuously enjoy learning and developing new skills!

Outside of work…

Joe spends his time playing rugby for Waterloo and hiking in the Lake District and other UK national parks.

He has a Staffordshire Bull Terrier called Enzo.

When asked about his favourite food, Joe likes a good steak.


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