Experienced, knowledgeable
and incredibly resourceful
Joseph Bergin is a Chartered Financial Planner and an Occupational Pension Specialist. He has worked in Financial Services since 2007 and joined Attivo in 2015.
Joe is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
Technical Excellence
All Financial Planners require a Diploma in Financial Planning to provide advice. Joe holds both the Diploma and the Advanced Diploma in Financial Planning.
To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Joe holds the following Advanced Financial Planning Papers:
Financial planning: Joe builds long-term strategies that align goals, resources, and lifestyle priorities
Pension planning: He designs retirement solutions that balance security, flexibility, and tax efficiency
Taxation and trusts: He structures wealth to protect assets, reduce tax exposure, and support succession
Investment planning and Business financial planning: He develops portfolios that match objectives, risk tolerance, and time horizons
