Josh Rutherford

Chartered Financial Planner at Simpson Wood (Financial Services) Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Leeds, England, United Kingdom, UK

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Bio

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Credentials

  • Level 7 Portfolio Construction Theory in Wealth Management
    The Chartered Institute for Securities & Investment (The CISI)
    Feb, 2023
    - Nov, 2024
  • Level 6 Financial Markets
    The Chartered Institute for Securities & Investment (The CISI)
    Jul, 2022
    - Nov, 2024
  • CII Level 6 Advanced Diploma in Financial Planning
    Chartered Insurance Institute
    Jul, 2019
    - Nov, 2024
  • CII Level 4 Certificate in Discretionary Investment Management
    Chartered Insurance Institute
  • CII Level 4 Certificate in Mortgage Advice CertCII(MP)
    Chartered Insurance Institute
  • CII Level 6 Award in Regulated Pension Transfer Advice
    Chartered Insurance Institute

Experience

Education

  • University of Warwick
    Bachelor's degree, Mathematics

Community

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