Joe Beavis BA (Hons), DipPFS
Client Relationship Manager
Joe's qualifications
BA (Hons)
Dip PFS – Diploma in Financial Planning
About Joe
After graduating with a First-Class Honour’s degree in Financial Management, Joe worked in accountancy for two years before joining the Rosebridge team in 2020. Joe is delighted to have achieved his Diploma in Regulated Financial Planning and continues to work towards Chartered status.
Outside of work Joe enjoys keeping fit, playing golf and is a keen skier having spent a year living in Whistler. He has recently acquired a Miniature Dachshund puppy called Lando who has been keeping him busy.
Rosebridge® is a trading style of IFA (North) LLP, Pro Sport® Wealth Management Ltd, Rosebridge (Skipton) Ltd, Stonebridge Wealth Management Ltd, Park Square Wealth Management Ltd and Independent Financial Advisor Ltd. IFA (North) LLP, Pro Sport® Wealth Management Ltd, Rosebridge (Skipton) Ltd, Stonebridge Wealth Management Ltd and Park Square Wealth Management Ltd are all appointed representatives of Independent Financial Advisor Ltd which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No 05246224. Registered address: The Grants, 11 Market Place, Ramsbottom, Bury, BL0 9AJ.
Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance. The Financial Conduct Authority does not regulate Wills, Trusts, Tax and Estate Planning and Cashflow Modelling.
If you wish to register a complaint, please contact us:
- in writing to Rosebridge, The Grants, 11 Market Place, Ramsbottom, Bury, BL0 9AJ.
- by phone on 01204 300010.
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service.
Email: info@financial-ombudsman.org.uk Website: www.financial-ombudsman.org.uk
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