Joe joined Y TREE during 2024 having previously worked in financial planning at Rathbones, assisting clients on their financial affairs and legacy planning. Prior to this, he worked at Vintage Wealth Management in North West London. Joe, graduated from Queen Mary, University of London with a degree in Economics, Finance and Management and is a Chartered Financial Planner. When not at work, Joe spends time with his young family, so don’t be surprised to find him touring London’s soft plays.
