Joe studied at Manchester Metropolitan University where he achieved a first-class degree in Banking and Finance. He then decided to progress into the industry to follow his passion for personal finance and is looking forward to progressing his Career here at Humboldt Financial.
Joe is a keen sportsman and in his spare time can be found either in the Gym, on the golf course or playing Basketball.
Investments and Savings
Get help generating a better return on your savings, with a full range of investment options which could include equities, funds, bonds and alternative investments.
Pensions
Get help on making a plan for a comfortable retirement; whether it's starting a pension or understanding how much you should be contributing to one.
Retirement income (annuities, drawdown)
Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.
Pension Transfers - Non Specialist
Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension)
Inheritance Planning
Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.
Insurance and Protection
Get help to understand the best level of life cover, critical illness cover and income protection for you.
- BA (Hons) Banking and Finance
Fancy a chat?
- Free 60 minute initial consultation
Contact Joe through the link below for your free 60 minute chat. You can use this to discuss your situation and see how we can help
Joe Longden
Independent Financial Adviser