Chartered Wealth Manager/Planner MFP, MPA, MCOM +44 (0)1206 321454 Office hours: 9am - 5pm
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.