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Joe Woodhouse

Private Wealth Director

Having qualified with the Chartered Institute for Securities and Investment (CISI), Joe is one of our most experienced and Senior Financial Planners.

Joe has a wealth of knowledge accumulated over 19 years in the industry, 7 years with Lloyds Bank in the UK and 12 years in the International Market.

Based out of our Dubai office, Joe spends most of his time across the GCC where he specialises in assisting his clients.

Joe works on a strict referral basis from existing clients and puts a huge focus on service. The fruits of this are demonstrated by his clients’ willingness to introduce him to friends and colleagues.

One of Joe’s leading attributes is his ability to explain complex financial matters in a client-friendly manner. Joe also runs the popular financial blog Family Wealth 101.

Areas of Expertise

• Private Client Advisory

• Inheritance Tax Planning

• Income Tax Planning

• Trust Planning

• Investment Portfolio Management

• UK Pension Advice

Qualifications & Awards

Investment Advice Diploma - CISI

United Arab Emirates Financial Rules and Regulations CISI

CF1 - UK Financial Services Regulation & Ethics

CF2 - Investment and Risk

International Certificate in Wealth Management

International Introduction to Securities & Investments

Regions Covered

  • Middle East
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Recognition

Joe became a financial advisor to me after a recommendation from a trusted friend. He has now been, and continues to be, a real help to me and my family and single-handedly sorted out my financial future. He is patient with the explanation and rationale behind his decisions and... Read Full Quote

Peter burt

27/10/2020

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Joe has been amazing to deal with. I am not one to get excited or interested in affairs of finance. However, Joe puts everything into easy and manageable blocks of information. I would recommend Joe to all people in the world who like myself who struggle to show... Read Full Quote

Stephen Viner

02/11/2020

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Joe was recommended to me by a number of colleagues. I had my financial services managed by another company and my pension was performing terribly and I got no support from my financial advisor. When I met Joe, I knew immediately that I wanted him to take me on as a client, I... Read Full Quote

Ian Richards

08/04/2020

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