We believe that If we take care of our team, they will take care of our clients. Looking after our people and their wellbeing is a critical part of life at Wallace Home Finance, that's why we've signed up to the Mortgage Industry Mental health Charter. We agree to be bound by the MIMHC 6 principles which apply Best Practice Health and Wellbeing guidelines and are known as ‘The MIMHC Charter’. More info at www.mimhc.co.uk.
Joe Wallace
Mortgage & Protection Broker
Joe brings a refreshing mix of energy, empathy, and expertise to the Wallace Home Finance team. Having built his client skills through a range of customer-facing roles before qualifying through the MAB Academy training route, he combines practical experience with a genuine understanding of what clients need most — clear, honest guidance.
Whether it’s helping first-time buyers take that all-important first step, or structuring complex lending for professional clients, Joe’s approach is all about clarity, care, and getting results the right way.
A Word From Joe...
“For most people, buying a home is the biggest financial decision they’ll ever make and it can feel overwhelming at times. My passion is helping clients cut through the noise, understand their options clearly, and feel confident at every step of the journey.
I believe mortgage & protection advice should make things simpler, not more complicated. My job is to remove the jargon, explain the ‘why’ behind the recommendations, and guide clients to smart, informed decisions that make sense for their lives.”
I believe mortgage & protection advice should make things simpler, not more complicated. My job is to remove the jargon, explain the ‘why’ behind the recommendations, and guide clients to smart, informed decisions that make sense for their lives.”
Work Experience
Joe began his professional career in retail and customer service roles before completing his CeMAP qualification through the MAB Academy. That hands-on background gives him an exceptional understanding of client needs, clear communication, and the importance of doing what’s right for each individual situation.
Since joining Wallace Home Finance, Joe has specialised in helping first time buyer clients clients navigate the increasingly complex mortgage landscape. He has also helped portfolio landlords build their portfolios delivering tailored solutions and trusted advice.
Since joining Wallace Home Finance, Joe has specialised in helping first time buyer clients clients navigate the increasingly complex mortgage landscape. He has also helped portfolio landlords build their portfolios delivering tailored solutions and trusted advice.
What Our Clients Say
Specialisms
Dentists
First Time Buyers
Complex Buy to Let cases and portfolio landlords.
