Dragon member Joe Parker offers financial advice once a month. so if you are concerned about your pensions, investments etc pop in and say hi to Joe.Each month will have a different financial themeAbout my role:• Self-Employed Financial Adviser• Based in the Medway Towns, Kent• Wealth Management Consultant with McMillan Wealth since July 2020• Previous Financial Adviser experience since 2014• Financial Service experience since 2009• I can conduct meetings either face to face or via Zoom/Microsoft Teams• Accredited to provide Financial Education in office spaces and business centresAreas I can help you:• General Financial Advice & queries• Pension/Retirement advice including contributions and transfers• Mortgages for first time buyers, remortgages and buy to lets• Investment and Wealth planning (i.e. ISAs), including contributions and transfers• Protection such as life cover, critical illness and income protectionDrop-in or book a slot with Joe https://calendly.com/jparkermcmillanwealth/30mindragon
Dragon member Joe Parker offers financial advice once a month. so if you are concerned about your pensions, investments etc pop in and say hi to Joe.
Each month will have a different financial theme
About my role:
• Self-Employed Financial Adviser
• Based in the Medway Towns, Kent
• Wealth Management Consultant with McMillan Wealth since July 2020
• Previous Financial Adviser experience since 2014
• Financial Service experience since 2009
• I can conduct meetings either face to face or via Zoom/Microsoft Teams
• Accredited to provide Financial Education in office spaces and business centres
Areas I can help you:
• General Financial Advice & queries
• Pension/Retirement advice including contributions and transfers
• Mortgages for first time buyers, remortgages and buy to lets
• Investment and Wealth planning (i.e. ISAs), including contributions and transfers
• Protection such as life cover, critical illness and income protectionDrop-in or book a slot with Joe https://calendly.com/jparkermcmillanwealth/30mindragon