Westminster Wealth Management
Joel Ibbitson DipPFS has been a Paraplanner at Westminster Wealth Management since March 2021, where responsibilities have expanded from sales support to include administration and client account management, with a transition into paraplanning starting in mid-2022. Prior experience includes roles at BBT Group as Graduate Financial Adviser Support, managing client records and processing applications from July 2019 to March 2021, and as a Mortgage Assistant at PAD Financial, focusing on GDPR compliance and mortgage applications from October 2018 to June 2019. Earlier experience includes a position as Public Relations Assistant at Mujjo, where communication with leading global publications was key. Joel Ibbitson earned a BA (Hons) in International Business from Sheffield Hallam University between 2015 and 2019, following education at Huddersfield New College from 2013 to 2015.
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Westminster Wealth Management
Westminster Wealth Management LLP is a chartered, independent financial advisory group, providing expert financial advice to a wide range of clients. We oversee £1.5 billion of assets. Our clients stay with us because our team-based approach delivers a unique blend of specialist skills linking financial planning, tax efficient structuring and management of the underlying assets. Whether you are a private individual, a company, a trust, or a charity, we have the technical know-how and relationship experience to assist you with all of your wealth matters. There is no charge for initial consultations so contact us and find out how you can benefit from Westminster Wealth Management’s expertise. © 2021 Westminster Wealth Management LLP Westminster Wealth Management LLP is authorised and regulated by the Financial Conduct Authority (490519). The information contained in this Linkedin Company Page is subject to UK financial regulation and as such is meant for consumers in the UK.