Joel Wood DipFA

Founder at Assured Life Advisers
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Contact Information
us****@****om
(386) 825-5501
Location
Warrington, England, United Kingdom, UK
Skills

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5.0

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Bernard McCabe

Joel personally looks after my companies key person protection policies. Friendly, reliable and offering an entirely personalised service, Joel is someone who I would not hesitate to recommend to others.

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Credentials

  • DipFA
    The London Institute of Banking & Finance
    Apr, 2012
    - Oct, 2024
  • CeMAP
    The London Institute of Banking & Finance
    Aug, 2009
    - Oct, 2024
  • CeFA
    The London Institute of Banking & Finance
    May, 2009
    - Oct, 2024
  • Certified Professional in Financial Advice
    The London Institute of Banking & Finance
    Jan, 2022
    - Oct, 2024
  • MSC Business Management
    Alliance Manchester Business School
    Jan, 2002
    - Oct, 2024

Experience

  • Assured Life Advisers
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Founder
      • Nov 2016 - Present

      Our Consultants at Assured Life Advisers are all fully-qualified Financial Advisers. Working with business owners, entrepreneurs and private individuals, we specialise in Life Insurance, helping people protect the things that are important to them from the financial implications of severe illness or death. This includes: Business Protection: Keyman / Key Person Insurance Shareholder Protection insurance Relevant Life insurance Business Loan insurance Group Life insurance Family Protection: Mortgage Protection Family Protection Whole-of-Life insurance Income Protection / Permanent Health Insurance Accident, Sickness, Unemployment (ASU) insurance Family Private Medical Insurance (Family PMI) Group Private Medical Insurance (PMI) Life can be very uncertain at times and we understand how devastating this can be to families and businesses. At least with the right life insurance in place, we can mitigate some, if not all, of the financial implications. Show less

  • Rotary International
    • Non-profit Organizations
    • 1 - 100 Employee
    • Chairman, International Committee
      • Jan 2017 - Present

    • Club Member
      • Oct 2015 - Present

      Rotary is a global network of 1.2 million neighbours, friends, leaders, and problem-solvers who come together to make positive, lasting change in communities at home and abroad. Solving real problems takes real commitment and vision. For more than 110 years, Rotary members have used their passion, energy, and intelligence to take action on sustainable projects. From literacy and peace to water and health, we are always working to better our world, and we stay committed to the end.Our motto: Service Above SelfFor more than 110 years, our guiding principles have been the foundation of our values: service, fellowship, diversity, integrity, and leadership.What we doRotary members believe that we have a shared responsibility to take action on our world’s most persistent issues. Our 35,000+ clubs work together to: - Promote peace - Fight disease - Provide clean water, sanitation, and hygiene - Save mothers and children - Support education - Grow local economies Show less

Education

  • The London Institute of Banking & Finance
    Diploma for Financial Advisers
    2008 - 2012
  • Alliance Manchester Business School
    MSc, Business I.T. Management
    2003 - 2005

Community

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