Retire Well - Podcast Host @ (January 2025 - Present)
Financial Planner @ (June 2024 - August 2025)
Member of External Advisory Board for Accounting and Financial Management @ (March 2023 - Present)
Financial Adviser @ (May 2022 - May 2024)
Client Services Team @ (September 2020 - May 2022)
Finance and Investment Intern - Industry Placement @ (June 2019 - September 2020)
Pensions Administrator @ (June 2017 - September 2018)
Face to Face Fundraiser @ (October 2016 - February 2017)
Joe Phillips Education
Northumbria University
Finance and Investment Management (Finance and Financial Management Services)
2016-2021
Joe Phillips Summary
Joe Phillips, based in United Kingdom, is currently a Chartered Financial Planner at Wealth of Advice. Joe Phillips brings experience from previous roles at Wealth of Advice, Northumbria University and Fairstone Group Ltd. Joe Phillips holds a 2016 - 2021 Finance and Investment Management in Finance and Financial Management Services @ Northumbria University. Joe Phillips has 2 emails on RocketReach.
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