Jose Vilchez

Chartered Financial Planner

Jose provides independent financial advice to a range of clients, including high net worth individuals, business owners and trustees.

He has over 15 years’ experience as a financial planner providing specialist advice around succession planning, investment strategies, financial protection and lifetime financial modelling.

Jose achieved Chartered Financial Planner status in 2015, placing him within the limited number of advisers to have achieved the ‘gold standard’ qualification in financial planning.

Prior to joining Sedulo Jose was part of the Private Client team at Mazars Financial Planning. He works closely with other professionals to ensure that clients benefit from a joined-up approach in relation to their legal and financial affairs.