Joe Sanders
Chartered Financial Planner, Executive Director
Joe has been providing financial advice since 2014. Achieving Chartered status in 2016, he specialises in pensions, inheritance tax planning, and investment advice. Joe has been recognised twice in New Model Adviser’s “Top 35 Advisers under 35”, showing his dedication to the highest professional standards.
Areas of Expertise
- Pensions and inheritance tax planning, particularly for company owners and directors
- Advising on clinical negligence claims
Qualifications
- BA (Hons)
- Fellow of the Personal Finance Society
- Chartered Financial Planner
What do you find most rewarding about financial planning?
My favourite part of financial planning is getting to know my clients, understanding their aspirations and ambitions, and identifying what might be standing in their way. From there, we can provide the right advice to get them on track and, most importantly, see them enjoy achieving the goals they have worked hard for.
What do you enjoy most about working at IFP?
It’s the team and the fact that we genuinely have control over our own destiny. As an owner of the business, I really value being able to help shape the direction of IFP and make sure we continue to improve what we do for our clients. Having a great team around you, all working towards the same goal, makes that even more rewarding.
Tell us a little about you outside of work
With three young boys and a chocolate lab, life outside of work is certainly chaotic, but always fun! Sport is a big part of my life and I enjoy a real mix of things. I no longer play rugby union, but I still follow the game closely. I’ve also completed a few longer walks, including the Yorkshire Three Peaks and the Lyke Wake Walk, and ran the London Marathon. More recently, I’ve jumped on the padel craze. As you can probably tell, I enjoy most things that involve keeping active!
Something you might not know about me...
I’ve been lucky enough to play rugby against a few former internationals, which I’m pretty proud of. The most notable was probably Jason Robinson!
