JOE BERRY

Joe Berry DipFA MLIBF

WEALTH PLANNER

Joe has been in the industry and providing financial advice for over 20 years, predominantly around the home counties.

He co-founded Thomas & Co Financial Services in Abingdon which is now part of the Kingswood group. Joe specialises in wealth management and retirement planning with special emphasis on asset allocation, in order to protect capital and provide stable long term performance. Joe prides himself on building long term client relationships and many have been with him since the business was formed.

  • joe.berry@kingswood-group.com