Joe Singer Fpfs

Joe Singer Fpfs Email and Phone Number

Fellow & Chartered Financial Planner @ St Barts Finance Ltd
dorset, dorset, united kingdom
Joe Singer Fpfs's Location
Greater Bournemouth Area, United Kingdom
About Joe Singer Fpfs

I am a Chartered Financial Planner at St Barts and I also run the Wealth team! I have achieved chartered and fellow status and hold the CII's FPFS accreditation.

Joe Singer Fpfs's Current Company Details
St Barts Finance Ltd

St Barts Finance Ltd

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Fellow & Chartered Financial Planner
dorset, dorset, united kingdom
Website:
stbartsfinance.co.uk
Employees:
16
Joe Singer Fpfs Work Experience Details
  • St Barts Finance Ltd
    Chartered Financial Planner
    St Barts Finance Ltd May 2024 - Present
    Bournemouth, England, United Kingdom
    Feel free to check out my profile https://stbartsfinance.co.uk/team/joe-singer/
    View
  • Saltus
    Chartered Financial Planner
    Saltus Nov 2021 - Jun 2024
    Bournemouth, England, United Kingdom
    View
  • The Legal Brokerage Ltd
    Chartered Financial Planner
    The Legal Brokerage Ltd Feb 2017 - Oct 2021
    Poole
    View
  • Station Financial
    Paraplanner
    Station Financial Oct 2014 - Feb 2017
    New Milton
    Station Financial is a trading name of Station Associates Ltd which is authorised and regulated by the Financial Conduct Authority.
  • Jtm Financial Services
    Paraplanner
    Jtm Financial Services Sep 2011 - Sep 2014
    Ferndown
    JTM Financial Services Ltd was incorporated on 17 November 2004 as a private limited company.
  • Jpmorgan Chase
    Fund Accountant Intern
    Jpmorgan Chase Jul 2010 - Aug 2010
    Jp Morgan - Bournemouth
    Completed a six week internship at JP Morgan as a Fund Accountant Intern. Gained a huge amount of exposure from this experience and the duties and responsibilities I performed involved:• Dealing with first and second tranche surveys. Analysing and identifying areas of concern and looking for training gaps.• Taking part in TSS hire calls.• Managing information statistics and analysing funds.• Researching FX rates and hedging.
    View

Joe Singer Fpfs Education Details

  • Poole High School
    Poole High School
    Finance, General

Frequently Asked Questions about Joe Singer Fpfs

What company does Joe Singer Fpfs work for?

Joe Singer Fpfs works for St Barts Finance Ltd

What is Joe Singer Fpfs's role at the current company?

Joe Singer Fpfs's current role is Fellow & Chartered Financial Planner.

What schools did Joe Singer Fpfs attend?

Joe Singer Fpfs attended Poole High School.

Who are Joe Singer Fpfs's colleagues?

Joe Singer Fpfs's colleagues are Richard Walker, Stephen Retter, Joseph Ballard, Katie Hartley Cert Cii (Mp), Sunny Gill Cemap, James Sherrard, Iona Bennett.

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