Joe has worked for Niche since 2019, and is a qualified Senior Paraplanner who is responsible for overseeing our Private Client proposition.
He holds the Diploma in Investment Advice qualification with the Chartered Institute for Securities and Investment, and is working towards becoming a Chartered member of the same.
Outside of work, Joe likes keeping fit and is an avid fan of comedy movies.
CISI Level 4 Diploma in Investment Advice
CISI unit: UK Regulation & Professional Integrity
CISI unit: Investment, Risk & Taxation
CISI unit: Financial Planning & Advice
BSc Biomedical Sciences (Health, Exercise & Nutrition)