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