He has worked in the Financial Services industry since 2014, progressing from an administrative role into paraplanning before achieving his Diploma in Regulated Financial Planning in 2022. He also holds the Level 4 Certificate in Advanced Mortgage Advice.
Josh takes a personable and relationship-focused approach, building rapport with clients and supporting them throughout their financial journey. He enjoys helping clients feel informed and confident as they work towards their goals.
Outside of work, Josh enjoys socialising and dining out with friends and family and values taking time to unwind.
