Joe Longden
Financial Planning Consultant DipPFS in Sheffield
A little bit about Joe
I’m a financial adviser based in Sheffield, specialising in Pensions & Retirement Planning, Investments & Protection planning. With a passion for helping clients secure their financial future, I offer tailored advice that meets individual needs and goals.
As a young professional in the industry, I bring a fresh, modern approach, leveraging the latest tools and strategies to ensure my clients feel confident and informed in their financial decisions. Your future, my priority.
Start the conversation
Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
Contact me today
An adviser’s insight
If it’s time for financial advice, I can help you
Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.
Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.
I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.
I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.
Together, we can put your money to work in a way that helps you feel confident about the future.
Tax treatment varies according to individual circumstances and is subject to change.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.
Services
Business Services & Protection
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
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.
Dental & Medical
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
General Insurance
Home contents insurance, buildings insurance.
Qualifications
Diploma in Regulated Financial Planning
- The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.
Location
Joe's location
Sheffield, Manchester & London
United Kingdom
Joe is based in Sheffield and offers expert financial advice to suit your needs.
More about me
As a financial adviser, I am dedicated to crafting personalised strategies that optimise investments and secure financial futures for young professionals. Financial planning is not just about managing money; it's about creating opportunities and ensuring peace of mind.
At Quilter Financial Advisers, I am committed to simplifying finance and making it accessible. I provide tailored guidance to help clients navigate the complexities of wealth building with confidence. Whether you are just starting your career, planning for major life changes, or aiming to secure your financial future, I am here to help you every step of the way.
I pride myself on a proactive approach and a relentless commitment to my clients' success. My goal is to empower you to make informed financial decisions that align with your life goals and aspirations. Together, we can build a robust financial strategy that sets you up for long term success.
If you're ready to take control of your financial future, let's have a conversation. I am eager to help you achieve your financial goals.
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.