Joe joined Blackstone Partners in November 2024, bringing a strong foundation in financial services and an impressive drive to build a career in financial planning. Currently studying towards his Level 4 Certificate in Paraplanning, Joe has already passed several modules and is on track to complete his diploma early next year. His previous roles have honed his exceptional client communication skills and regulatory awareness, making him a natural fit for our client-focused approach. As part of his training, Joe is immersing himself in all aspects of financial planning. Outside work, Joe’s meticulous nature extends to his personal life. Based in Lisvane, Cardiff he balances his professional aspirations with a keen interest in ongoing learning and self-development and a love of motorsports!. His proactive and thoughtful approach ensures that he’s well-equipped to support clients on their financial journeys, while continually striving to expand his expertise. We’re thrilled to have Joe on board as he embarks on this exciting new chapter, contributing his fresh perspective and enthusiasm to the Blackstone team.