With over five years of experience as a Financial Adviser, Joao helps clients make confident, informed decisions about their financial futures. He provides personalised advice across Financial and Retirement Planning, Investments, and Insurance — always guided by a strong ethical compass and a commitment to long-term relationships built on trust.
UK Level 4 qualified and a US Series 65 holder, Joao specialises in:
- Financial Planning & Cashflow Forecasting
- Pensions & Retirement Planning
- Tax Planning & Tax-Efficient Investment Advice
- Estate Planning
His approach combines technical expertise with genuine care, ensuring clients feel supported and secure at every stage of their financial journey.
Qualifications:
- Bachelor Degree in Management
- CISI Investment Advice Diploma (IAD)
- CISI Certificate in Paraplanning
- USA: NASAA Series 65 Uniform Investment Adviser Law Exam.
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