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Joe Braman

Financial Planning Consultant, DipFA in London

A little bit about Joe

I really enjoy helping people make or save money so, after 30 years working in the media industry, I have changed careers and retrained to become a qualified Financial Adviser. I offer advice in wealth accumulation, retirement planning, protection, and inheritance tax planning.

I am based in North London and happy to discuss any area of your finances with you.

Find out more about me below.

Start the conversation

Speak to me about making your money go further, and protecting the things that matter most to you.
Contact me today

Graphic of people learning about protection

Can the right protection help you become more financially resilient?

Have you heard of the ‘protection gap’? You probably know someone who’s fallen into it.

Most of us know to get travel or pet insurance, or even just insure our mobile phone. But when it comes to really big life events, cover can easily get overlooked – causing a gap.

Far too many people aren’t properly protected against life-changing events, like losing their job or not being able to work because they’ve fallen ill. Which means that when these things do happen, they can have a much bigger impact than they need to.

Luckily, cover like income protection and critical illness can help people become more financially resilient. So, if you do have a financial shock, it doesn’t have to turn everything upside down. And it can be surprisingly simple and affordable.

If you’ve had a big milestone recently, or a change in your circumstances, it might be the right time to relook at your protection needs.

Reach out to me and I’ll be happy to help.

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

General Insurance

Home contents insurance, buildings insurance.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Dental & Medical

Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.

Diploma for Financial Advisers

  • The Diploma for Financial Advisers from the London Institute of Banking and Finance is the primary award for financial planners that develops core technical understanding across a broad range of key financial planning areas.

Joe's location

London
N19
United Kingdom

Joe is located in London and offers expert financial advice to suit your needs.

I offer advice on wealth management, protection, inheritance tax and retirement planning.

My goal is to understand the needs and wants of my clients and provide a solution to achieve their aims. I look to build long term relationships and provide support for any financial queries.

Outside of work I enjoy tennis, cycling, bridge and poker and spending time with my wife and 2 sons.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 22 December 2023.