Joseph Clay

Financial Planning Assistant

Joe graduated from the University of Leeds with 2.1 honours in BSc Banking and Finance. During his studies he co-authored the ACCA publication ‘Understanding Responsible Investment’ and developed his enthusiasm for financial planning throughout an accountancy internship.

He joined the team in June 2026 as part of the ‘Best in Class’ training programme, supporting the firm’s growth in the Midlands. He is currently undertaking the exams required to reach Chartered Financial Planner status.

Outside of work, Joe enjoys hiking, playing guitar, reading and coffee. He travelled extensively, including in SE Asia and Central America during his gap year.

Speak to one of our expert team today

Take a look at our LinkedIn or if you are a client, feel free to communicate via our secure messenger service, Qwil.

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Mulberry Bow 17 Carlisle St, London, W1D 3BU | Telephone: +44 (0) 203 865 1036

Mulberry Bow is the trading name of MB Private Office Limited registered in England and Wales No. 12655951, authorised and regulated by the Financial Conduct Authority No. 928132. Registered office: 17 Carlisle St, London, W1D 3BU.

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