Chartered Wealth Manager/Planner MFP, MPA, MCOM 01206 321454 Office hours: 9am - 5pm
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 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.
“I take pride in listening to what’s important to clients before taking a strategic approach in designing a bespoke financial plan to achieve their goals.”