Joel Wormald

Chartered Financial Planner

Qualifications:

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About Joel

Joel joined Metis Wealth in April 2015 and is a member of the investment committee. He has nearly 20 years of experience working with high net worth clients.

Joel has advised a variety of individuals over the years but specialises with Partners of law firms and accountancy practices, barristers and business owners. Areas of expertise include retirement planning, tax planning, creating bespoke portfolios and utilising cashflow modelling to help clients illustrate their current and future position.

Joel is married to Amanda and they have two young children: Arabella and Ava. He’s a fan of most sports, including tennis, cycling and county level golf, and enjoys DIY and gardening in his free time.

Advice on Tax Planning is not regulated by the Financial Conduct Authority