Fiducia Wealth Management

What doesn’t get measured doesn’t improve.

Chartered wealth manager Josh Gupta is a great believer in this adage and this month demonstrated his own commitment to continued professional development by attaining Fellowship status.

Fellowship involves completion of advanced professional programme and establishes in-depth knowledge. It also demonstrates the ongoing commitment to professional development, which echoes the company culture here at Fiducia. We really are the sum of our team.

Josh has worked in a range of financial planning roles and has over 10 years industry experience both in the UK and in Australia, where he worked for a high-profile company specialising in pension and investment planning.

Besides holding a Master’s degree in Financial Planning, Commerce and Accounting, together with the Diploma in Financial Planning and Chartered status, Josh’s real strength is his holistic approach to financial wellbeing. He has an ability to get to the heart of a client’s values and belief system, before preparing a tailored financial plan that truly reflects their needs.

In January 2021, Josh was awarded Fellowship status by the Chartered Institute for Securities and Investments (CISI), demonstrating his ongoing commitment to professional development.

In his spare time Josh enjoys Cricket and High Intensity workouts. He is a qualified Nutritionist and uses the knowledge gained to pursue his other hobby, cooking.

Congratulations Josh.