Certs CII (MP & ER), DipPFS, LLM, BA (Hons)
Investment and Pension Specialist
Joseph joined AIM in 2018 after gaining a Masters degree in Banking and Finance Law at the University of the West of England, where he also achieved a degree in History.
He has since completed the Diploma in Regulated Financial Planning, as well qualifications in Investment Management, Equity Release, and Mortgages.
He is currently studying towards the Chartered Financial Analyst qualification with the CFA institute.