Joel Birkhead Apfs

Joel Birkhead Apfs Email and Phone Number

Chartered Financial Planner @ Principle Investment Management
Joel Birkhead Apfs's Location
Manchester Area, United Kingdom, United Kingdom
About Joel Birkhead Apfs

I am an Independent Chartered Financial Planner working with clients at all stages of their life. I particularly enjoy working with individuals on the run up to retirement, providing investment advice and planning.

Joel Birkhead Apfs's Current Company Details
Principle Investment Management

Principle Investment Management

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Chartered Financial Planner
Joel Birkhead Apfs Work Experience Details
  • Principle Investment Management
    Chartered Financial Planner
    Principle Investment Management Sep 2023 - Present
    Greater Manchester, England, United Kingdom
    View
  • Principle Investment Management
    Independent Financial Adviser
    Principle Investment Management Jul 2021 - Sep 2023
  • Principle Investment Management
    Trainee Financial Adviser
    Principle Investment Management Jul 2020 - Jul 2021
    Marple, England, United Kingdom
  • Mybliss
    Co-Founder
    Mybliss Jul 2021 - Present
    Manchester Area, United Kingdom
    View
  • Mutual Financial Management Llp
    Trainee Paraplanner
    Mutual Financial Management Llp May 2019 - Jul 2020
  • Raymond James King Street
    Research Analyst
    Raymond James King Street Sep 2018 - Apr 2019
    Manchester, United Kingdom

Joel Birkhead Apfs Skills

Microsoft Office Teamwork Data Analysis Cii R03 Fund Selection Research R05 Cii R02 R01 Cii R04 Customer Service Financial Analysis Esg

Joel Birkhead Apfs Education Details

Frequently Asked Questions about Joel Birkhead Apfs

What company does Joel Birkhead Apfs work for?

Joel Birkhead Apfs works for Principle Investment Management

What is Joel Birkhead Apfs's role at the current company?

Joel Birkhead Apfs's current role is Chartered Financial Planner.

What schools did Joel Birkhead Apfs attend?

Joel Birkhead Apfs attended The University Of Manchester.

What skills is Joel Birkhead Apfs known for?

Joel Birkhead Apfs has skills like Microsoft Office, Teamwork, Data Analysis, Cii R03, Fund Selection, Research, R05, Cii R02, R01, Cii R04, Customer Service, Financial Analysis.

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