Hazel Grove based Prest Financial Planning has expanded the team bringing on board Joe Rose who brings with him a wealth of knowledge and experience gained over 15 years in financial services.
Joe (left) will advise clients on all aspects of financial planning including investments, protection and mortgages, retirement and cash flow planning. He is also a qualified pension transfer specialist.
After completing his Economics degree in 2001, Joe’s career began in mortgages, moving into investments with a major bank and latterly at a large life and pensions office supporting law firms in Greater Manchester.
Committed to ensuring his clients receive the highest levels of advice, Joe achieved Chartered Financial Planner status in December 2013 and is currently furthering this qualification with additional study.
For advice, please call 0161 456 7890
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