Joel Leversedge
Wealth Manager and Founder at Origin Wealth Management Ltd
Based in Ludlow, United Kingdom
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Seniority
C-Team
Department
Finance & Accounting
Location
Ludlow
Industry
Financial Services
Company size
1
Contact information
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j•••••••@originwm.co.uk
Phone
5 credits+44 ••• •••• ••••
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Background
About Joel Leversedge
Award winning Chartered Wealth Manager - In 2023 I was recognised as being in the top 35 Financial Planners under 35 in the UK by Citywire.* I have a demonstrated history of working in the financial services industry. Skilled in future planning for Corporate and Private clients including: Investment planning, Retirement Planning, Protection and Inheritance Tax Planning. I possess extensive knowledge of complex financial instruments, tax strategies and wealth preservation techniques, enabling me to provide tailored and comprehensive advice to my clients. The value of your investment can go down as well as up. You could get back less than you invested.
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