Joe Beavis BA (Hons), APFS
Chartered Financial Planner
Joe's qualifications
BA (Hons)
APFS – Advanced 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 earned his Diploma in Regulated Financial Planning and to have achieved Chartered status in 2024.
Joe’s role as a Trainee Financial Adviser involves attending client meetings, applying technical knowledge in specialist areas and creating financial plans for clients. Joe continues to act as a point of contact for clients answering any queries they have.
Joe enjoys the client-facing nature of his role, which allows him to better get to know and support clients. He particularly values the challenges his role provides and appreciates the opportunity to learn new things continually.
Outside of work, Joe enjoys keeping fit, playing golf and is a keen skier, having spent a year living in Whistler. Lando, Joe’s Miniature Dachshund, keeps him very active with daily walks too!