Joseph Morgan

Financial Planning Associate

Joseph graduated from Cardiff University with a First Class Honours in Banking and Finance in 2022. During his studies, he completed an internship (remotely) with a Sydney based corporate financial & advisory services firm. Following on from University he lived and worked in Australia. Joe then decided to pursue a career in financial planning and joined us in July 2024. He’s currently making his way through our graduate training program, including all the technical exams needed to qualify as a Chartered Financial Planner.

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