Joseph graduated from Manchester University in 2011 with a degree in Philosophy, Politics & Economics and worked for a while within financial services, specialising in employee benefits. Joining us in September 2014, Joseph graduated from the St. James’s Place Next Generation Academy, achieving the Diploma in Regulated Financial Planning. Within the Practice Joseph is Managing Director and oversees the management team on a day to day basis. Joseph is also an experienced Financial Adviser specialising in pensions and retirement.
In 2018 Joseph graduated through the Chartered Insurance Institute and has been awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII). As a Chartered Financial Planner he advises new and existing clients and has added the additional achievements of Certs CII (MP & ER) to his qualifications.
Chartered Status is the profession’s gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor’s degree.
It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code* [cii.co.uk].
*Please note that clicking a link will open the external website in a new window or tab. Links from this website exist for information only and we accept no responsibility or liability for the information contained on any such sites. The existence of a link to another website does not imply or express endorsement of its provider, product or services by us or St. James’s Place.