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 to balance your present spending plans with your future saving goals, or any other financial matters you’re thinking about.
Contact me today
An adviser’s insight
Spend wisely and save smartly
June can be one of the best months of the year with summer well and truly on the way. But with all those holidays, weddings, anniversaries, and other spending, it can also be one of the most expensive too.
While you should be focusing on the present, it’s also important to be aware of how major outlays now can have a significant impact on your financial security in later life. A cashflow model can give you a clear picture of the consequences your spending and saving can have on your future.
It’s also good to know about the ways you can use your tax-free allowances wisely on certain expenditures. For example, your gifting allowances can let you pass on up to £3,000 a year to your loved ones without it being added to the value of your estate.*
Together, we can make a plan to help you live your life to the full now, while still having the retirement you want later on.
Click on the contact me today button at the top of my profile to discuss how I can help you.
*Source: HMRC
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.