Joel Baker BSc (Hons) DipPFS CertCII (FS)

Senior Paraplanner

Joel joined Niche in 2015 as a paraplanner and has since progressed to the level of Senior Paraplanner. A graduate of the University of South Wales, he has since gained significant experience within the financial services industry.

As a result of his undergraduate studies in BSc Finance and Investment, Joel implements an ethical approach to how he operates. Such an outlook has therefore enabled him to play an important role within the company, and the additional qualities he brings to the table - such as his fluency in Welsh - means he is a true asset for Niche.

Outside of the office, Joel is both a keen tennis player and a fully qualified tennis coach.


Qualifications

CII Level 4 Diploma in Financial Planning (DipPFS)

CII Level 3 Certificate in Financial Services (CertCII FS)

BSc in Finance & Investment

R01 - Financial services, Regulation and Ethics

R04 - Pensions and Retirement Planning

R06 - Financial Planning Practice

LP2 - Financial Services Products and Solutions


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01633 851805
 [email protected]
 5 & 6 Waterside Court, Albany Street, Newport, NP20 5NT

   

01633 851805

   

[email protected]

 

5 & 6 Waterside Court, Albany Street, Newport, NP20 5NT