Joe Bergin – Associate Director and Chartered Financial Planner
Joe Bergin
Joe 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).
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:
- Personal tax and trust planning
- Pension planning
- Investment planning
- Financial planning process
Check out Joe’s profile on VouchedFor.
Learn more about Joe and life outside of work in our video.
This video is intended for information only. It is not financial advice or a recommendation and should not be considered as such. If you are unsure whether an investment is right for you, please seek independent financial advice. If you choose to invest, please remember the value of investments and any income derived from them can fall as well as rise and you may get back less than you put in.