Joseph Eggleston

What is your average day like:
A perfect (if normal) day for me starts early with a run, followed by a really productive workday. The perfect end to the day could be one of three things: a round of golf, watching some sport with some friends in the pub, or a meal and a film at home with my partner.
What do you like most about your job?
The rewarding feeling you get helping someone meet their financial goals
How long have you worked in Financial Services
4 years
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What Joseph\s Clients Have to Say

5 stat review
Joe is very friendly and professional. He is able to give good, accessible advice in a field I find difficult to think about.
5 stat review
I have had an excellent experience so far with Joe. Conducted a great first discovery call and was quick to understand my circumstances alongside my financial objectives;
5 stat review
Confidence-inspiring, sensible advice.
5 stat review
Joe made me feel comfortable and reassured. I am very much looking forward to my follow-up meeting with Joe and am excited to hear his recommendations.
5 stat review
Joe made sound recommendations for quick results regarding my corporate pension plans.

Joe Eggleston is a Financial Adviser at DF Wealth Management, with a special focus on helping freelancers and self-employed professionals build secure financial futures. Drawing from his own experience in the television production industry, Joe understands the unique challenges of managing finances without the safety nets typically available to salaried workers.

Joe provides holistic financial advice across investment planning, retirement strategies, estate planning, insurance, and cash flow management. Whether it's structuring a pension, investing tax-efficiently, or putting the right protections in place, Joe builds practical, tailored plans that help his clients feel more in control of their financial lives.

His approach is warm, jargon-free, and designed to make financial planning accessible. Clients often praise his ability to simplify complex ideas and provide peace of mind, with one writing:

"Joe made me feel comfortable and reassured. I’m excited to hear his recommendations.”

Joe particularly enjoys working with:

  • Freelancers and small business owners
  • People looking to invest tax efficiently
  • Anyone who feels ready to ‘get a grip’ on their finances

When he’s not advising, you’ll find Joe out for a run, playing golf, or catching a film with his partner.

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.

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