Joe Hawes
Joe Hawes is a Financial Planner, with over ten years experience in the financial services industry.
He spent several years working in banking, for a price comparison website and an investment management firm before moving into the IFA sector.
Since 2006 Joe has worked for several Independent Financial Advisors, originally training as a Paraplanner with a local firm in the North West of England and joining CBW in October 2008.
Joe previously supported Tony Lesser as a Senior Paraplanner. In this role he applied his technical expertise and in-depth knowledge to construct creative financial planning solutions for clients.
As a Financial Planner Joe is keen to continue helping clients achieve their long-term financial aims using the full range of available resources, including recent innovations such as cashflow planning analysis.
Joe is a member of the Personal Finance Society (PFS) by Diploma, and will soon achieve Chartered Financial Planner status, the highest level qualification currently offered by the PFS.
Areas of Expertise:
- Building wealth
- Pension performance
- Bequest maximisation
