Joe Bezani BSc, CFP
Chartered Wealth Manager
Joe is a Chartered Wealth Manager and Certified Financial Planner professional at Niche Private Clients. When he first joined the firm he worked closely with managing director Aled to build out the Private Client offering, which now sits at the heart of the business.
Today Joe advises his own clients, bringing that experience to bear on complex, high-net-worth financial planning.
He holds the Diploma in Advanced Financial Planning from the Chartered Institute for Securities and Investment (CISI).
Qualifications
Chartered Wealth Manager
CERTIFIED FINANCIAL PLANNER professional
Diploma in Advanced Financial Planning
BSc Biomedical Sciences (Health, Exercise & Nutrition)
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