Joseph Bacon APFS

Joseph Bacon APFS

Private Client Adviser

My experience

I joined Weston Cummins in 2012 having previously worked for more local IFAs outside of London. I have been working in financial services for over 20 years and have attained the Chartered Financial Planner status. My experience has been built around research and technical knowledge, and I use this when working with the fellow advisers that I support to provide advice to my clients (and theirs). I enjoy being able to help my clients with their planning, alongside those of the other advisers.

I have found that the answer to all financial planning problems lies within the information we can gather from our clients, therefore, listening and asking lots of questions is key to helping you achieve your goals.

About Me

Outside of work I am a keen cyclist and have recently started criterium racing. Along the two wheeled theme, I also own a motorbike and enjoy touring in the UK and Europe, especially the French Alps.

Contact Info

Location London
Specialisms Retirement Planning, Estate & Succession Planning, Holistic Wealth Planning, Cashflow Planning & Modelling
Qualifications Diploma in Financial Planning (RQF Level 4), Chartered Financial Planner (RQF Level 6)
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