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Joe Akik

Joe Akik

Followers of Joe Akik7000 followers
location of Joe AkikLondon Area, United Kingdom

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  • Timeline

  • About me

    Wealth Manager for Athletes | Featured in FT, City AM, Daily Mail

  • Education

    • Loughborough University

      -
      Bachelor of Science - BSc (Hons) PSYCHOLOGY

      Activities and Societies: Swimming

  • Experience

    • Castell Wealth Management

      Feb 2022 - Sept 2023

      • Head of New Business

        May 2022 - Sept 2023

      • Paraplanner

        Feb 2022 - May 2022

    • Capital Planning Partners LTD

      Dec 2023 - now
      Wealth Manager

      The value of your investment can go down as well as up. You could get back less than you invested.Capital Planning Partners is a trading name of Capital Planning Partners (Holdings) Ltd.Senior Partner Practice of St. James's Place Wealth Management plc.The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products.The title 'Partner Practice' is a marketing term used to describe St. James's Place representatives.SJP Approved 08/10/2025 Show less

  • Licenses & Certifications

    • Diploma in Regulated Financial Planning

      Chartered Insurance Institute
      Nov 2023