Joseph Jenkins

With eight years of experience in the financial industry and having qualified as a financial adviser in 2019, I am dedicated to helping clients achieve their financial goals with tailored, strategic advice.

Based in Cardiff, I provide expert guidance on investments, retirement planning, and wealth management, ensuring that each financial plan aligns with my clients’ long-term aspirations.

I specialise in retirement planning, helping clients create sustainable strategies that provide financial security and support a comfortable lifestyle in later years. A key part of my work involves guiding individuals through the often complex array of pensions accumulated over a long career, ensuring they understand how each fits into their broader objectives.

In addition, I offer inheritance tax planning advice, focusing on tax-efficient methods to pass on wealth while preserving assets for future generations. I also work closely with clients to develop personalised investment strategies for wealth accumulation, tailored to their financial goals and risk preferences.

My approach focuses on building lasting relationships, providing clear and actionable advice, and helping clients navigate the complexities of financial planning with confidence.

Whether you’re looking to grow your wealth, secure your retirement, or create a financial strategy that works for your future, I am here to help.