Joseph joined Perspective (South West) Limited in 2021 as a Paraplanner in the Marlborough office.
Previously he spent 2 years as a Paraplanner/Trainee Financial Adviser for a small financial advice firm in Chippenham. He spent the last 16 years in financial services and has held a number of back office support roles which has given him a broad knowledge of financial services.
Joseph obtained his Diploma in Regulated Financial Planning in 2017. He aspires to continue studying and obtain the Advanced Diploma as well as a desire to build a successful career as a financial planner.