Meet your Account Managers – Joel Wild
20/08/2023
This month we would like to introduce another one of our Account Managers.
Joel has been part of our team for over 4 years and is very popular with both clients and colleagues.
‘My job is to assist both Independent Financial Advisers and clients to help them achieve their desired outcomes within their SSAS. I enjoy the challenging variety of understanding a range of investment types, retirement and funding options, with service delivered with style and class.
Outside of work, I have been fortunate enough to recently purchase a home with my fantastic partner in leafy Didsbury Village.
I also pride myself on being an active 6 am up-and-go runner, with two marathons under my belt and another on the way soon!’
Would you like to find out more? Get in touch with our team!
Email us on enquiries@whitehallgroup.co.uk or call 03302 232 300