Overview
Josh has worked in Financial Services since 2023 and is a fully qualified financial planner. He has experience across all core areas of financial planning and wealth preservation, having achieved his Level 4 qualification and becoming a member of The London Institute of Banking and Finance (LIBF). Josh has worked with a wide range of clients and specialises in providing advice around long-term care, ensuring tailored and considered solutions for later-life planning. He also has access to a network of carefully selected experts to support clients with all aspects of their advice needs.
Josh’s passion lies in helping his clients and their families achieve their financial goals. Outside of work, he enjoys sporting activities including motorsport and golf, and in his spare time likes to socialise with friends and family.
Specific Skills
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Investment and retirement planning
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Long-term care planning
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Cash flow modelling
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Wealth preservation and estate planning
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Personal tax planning
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE ADVICE ON ESTATE PLANNING.
