Joseph Nash BSc (Hons) FPFS

Director & Chartered Financial Planner

Joseph joined Vale Independent Financial Advisers in April 2019. Since graduating from the University of South Wales with a Finance & Investment degree in 2015, Joseph has held support roles in the Financial Services sector, whereby he gained valuable knowledge and experience. In his spare time, Joseph enjoys playing 5 a side Football, going to the Gym and spending time with friends.

He is a Fellow with the Chartered Insurance Institute (CII), the highest qualification in financial planning with the CII which demonstrates his high level of knowledge, commitment and professionalism. Joseph specialises in helping clients who seek to partner with a professional adviser to create financial plans aimed at enhancing and safeguarding their wealth. This involves devising strategies for tax planning, making smart investment decisions, and planning for retirement.

Qualifications: BSc (Hons) Finance & Investment, Advanced Diploma in Regulated Financial Planning, AF5 Financial Planning Process, AF6 Senior Management & Supervision AF7 Pension Transfers, AF8 Retirement Income Planning, Certificate in Discretionary Investment Management, Certificate in Mortgage Advice, Certificate in Equity Release.