Joe Willcox
DipPFS
Joe joined St. James's Place in 2014 following a short stint in consultancy before launching Willcox Wealth Management in 2019, now known as Pantheon Wealth Partners.
About
Joe's approach is consultative and focuses on understanding his clients financial planning objectives, using ‘modelling tools’ to ensure that plans are grounded in data and objective analysis. He delivers bespoke solutions in the most comprehensive and professional manner to ensure that after each meeting clients leave feeling their finances are in a better, more secure position.
When not working Joe can be found at home in the small village of Hatfield Broad Oak miserably failing at DIY or relaxing with his young family.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
