Josh holds a Master’s Degree in Financial Planning, Commerce and Accounting together with the Diploma in Financial Planning and Chartered status.

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.

“I take pride in listening to what’s important to clients and then taking a strategic approach in designing a bespoke financial plan to achieve  the desired result” – Josh

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.