Joseph Awaritefe

Profile Summary

Joseph joined Medical Family Finance with extensive industry experience, bringing a confident and personable approach to financial advice. He enjoys meeting clients, taking the time to fully understand their individual circumstances, and helping them gain clarity on every aspect of their financial position. His approach is grounded in transparency and careful consideration, ensuring that investment strategies, protection solutions, and financial planning are tailored to each client’s needs and risk tolerance. Outside of work, Joseph enjoys cooking and travelling, embracing experiences that allow him to explore new cultures and flavours. Please note: The value of investments can fall as well as rise. Investors may get back less than originally invested. Alternative investments are high-risk and may be difficult to sell. Suitability of any product will be carefully assessed before recommendation. Approved by Quilter Financial Services Limited – December 2025

Investment & Financial Services Offered

Who Joseph Awaritefe Works With

Joseph works with clients who value personalised, clear, and professional financial advice. His typical clients include: Medical professionals and their families – Doctors, nurses, and other healthcare workers looking for tailored financial planning solutions. Professionals seeking clarity – Individuals who want a thorough understanding of their financial position and guidance on investments, pensions, or protection. High net-worth individuals – Clients looking for bespoke advice on wealth management, estate planning, and risk management. Time-poor clients – Those who prefer to delegate complex financial decisions to an experienced adviser, while staying fully informed and confident in their choices. Joseph’s clients appreciate his approachable, personable style and his commitment to understanding their individual circumstances before providing tailored advice.

Investment Philosophy & Approach

Joseph’s investment philosophy is centred on understanding each client’s individual goals, circumstances, and attitude to risk. He believes that successful investing is not about chasing short-term trends, but about creating tailored, long-term strategies that align with your personal objectives. He focuses on building diversified portfolios that balance risk and reward, helping clients grow and protect their wealth over time. Every investment decision is carefully considered for its suitability, potential return, and alignment with the client’s overall financial plan. Joseph also places great importance on clear communication. He takes complex financial concepts and explains them in understandable terms, empowering clients to make informed decisions with confidence. Portfolios are regularly reviewed and adjusted as markets evolve or personal circumstances change, ensuring ongoing suitability and effectiveness.

Fees & Charging Structure

Joseph's fees will vary from client to client, based on each client's individual needs. For an accurate estimate of any fees involved, please contact Joseph to explain your circumstances and what you are looking for advice on. To give you some general guidance, for Investment and Pension advice, advisers usually charge a percentage of any amount you invest or transfer through them. This amount would typically vary between 1% and 3% of the amount invested, depending on the amount. Should you wish to receive regular advice from the adviser, there may be an additional annual charge, usually between 0.5% and 1% p.a. Some advisers will instead offer to work for either an hourly fee or a fixed fee, or some combination of the above. Any charges would be agreed with you upfront and only applied with your explicit consent. The payments would typically be deducted from your investment or pension pot. Since 2012, it has been prohibited for advisers to receive commissions from any investment or pension companies when recommending their products or funds - they are paid only by you, the client.

Areas Served

Marylebone, London

Frequently Asked Questions