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.

Qualifications

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)