Joe Wicks

Joe has achieved the Chartered Insurance Institute Diploma in Regulated Financial Planning and is actively working towards Chartered Financial Planner status, having already passed the Chartered Investment exam earlier this year. He also holds the CII Level 3 Certificate in Mortgage Advice, equipping him to provide comprehensive mortgage and financial guidance.

As a Mortgage Adviser at Lonsdale, Joe provides expert advice on mortgages, related products, and insurance protection. He supports clients from their initial enquiry through to mortgage completion, ensuring they feel confident and informed every step of the way. Joe is now expanding his expertise into broader financial advice to help clients achieve their long-term financial goals.

In 2017, Lonsdale Services won the Retirement Planner Outstanding Customer Care Award and the Best Individual Pension Advice Firm Award in the South East and Anglia in 2018. In 2021, Lonsdale Services won the Best Adviser Firm for Vulnerable Client Care at the 2021 National Professional Adviser Awards.

Joe began his career as a professional footballer with Millwall, where he played for three years. After transitioning to semi-professional football and taking on various coaching roles, he joined Lonsdale in December 2021 to pursue a career in financial services providing mortgage advice and financial advice.

Outside of work, Joe enjoys staying active by playing football and golf with friends. He is a dedicated Hull City supporter and attends matches whenever he can.

To learn more about Joe's career, please read his LinkedIn profile.