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Joel Tippey

Investment Manager

About Joel

As an investment manager I am responsible for assisting with managing portfolios on a discretionary and advisory basis for a wide range of client types. I also work alongside intermediaries to deliver the best results for their clients. I hold an MSc in International Financial Analysis from Newcastle University. I am a Chartered Member of the CISI and have completed the Level 7 Chartered Wealth Manager Qualification. 

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