Working For You
Joe Tucci
Chartered Financial Planner
Joe is a Chartered Financial Planner at Coopers Associates Wealth Management.
Joe has over thirty years’ experience in advising clients and his passion has always been to provide first-class holistic, knowledgeable and experienced advice for all of his clients. Joe is a firm advocate of ongoing professional development to ensure his knowledge is always up to date with the latest developments and legislations. Joe advises in all areas of wealth management and specialises in long term care planning and complex inheritance tax and retirement planning.
Out of hours, Joe is a keen DIYer (heavily motivated by his wife).
Qualifications
- Chartered Financial Planner
- DB Pension Transfer Specialist (R07)
- Long Term Care Specialist (CF8)