Joe is a Chartered Financial Planner and an Occupational Pension Specialist. He has worked in Financial Services since 2007 and joined Attivo Financial Planning in 2015. Joe is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
All Financial Planners require a Diploma in Financial Planning to provide advice. Joe holds both the Diploma and the Advanced Diploma in Financial Planning.
To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Joe holds the following Advanced Financial Planning Papers: