Financial Planner @ Opus Independent Financial Planning Ltd (May 2018 - September 2020)
Independent Financial Advisor @ (September 2015 - April 2018)
Independent Financial Adviser @ Cooper Financial Services (June 2010 - June 2015)
Independent Financial Adviser @ Park Row (November 2003 - November 2009)
Derek Joseph Education
The University of Manchester
Bsc Hons (Mathematics)
1994-1997
Derek Joseph Skills
Estate Planning
Financial Advisory
Accounting
Pensions
Fixed Annuities
Retirement Planning
Financial Planning
Critical Illness
Investments
Investment Advisory
Income Protection
Wealth Management
Business Planning
Strategic Financial Planning
Wealth Accumulation
Wealth
Protection
Budgets
Financial Reporting
Long Term Care Planning
Retirement
Derek Joseph Summary
Derek Joseph, based in United Kingdom, is currently a Independent Financial Advisor at Prosperity Wealth. Derek Joseph brings experience from previous roles at LUCENT FINANCIAL PLANNING LTD, Opus Independent Financial Planning Ltd, Ernest Grant and Cooper Financial Services. Derek Joseph holds a 1994 - 1997 Bsc Hons in Mathematics @ The University of Manchester. With a robust skill set that includes Estate Planning, Financial Advisory, Accounting, Pensions, Fixed Annuities and more. Derek Joseph has 2 emails on RocketReach.
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