He was interested in financial services as a career when he first started out and hasn’t looked back since.
Joshua has progressed through various roles in Perspective and achieved his Regulated Diploma in Financial Planning in 2018.
His areas of specialism are corporate financial planning including group pension schemes and employee benefits. Joshua enjoys helping clients plan for their future, in particular their retirement and assisting them in achieving their goals.
Outside of work Joshua enjoys playing golf, football, walking and socialising with friends and family.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning.