He holds the CII Level 4 Certificate in Advanced Mortgage Advice and the CII Level 4 Diploma in Regulated Financial Planning. His experience spans administration, paraplanning and financial advice, giving him a well-rounded perspective when supporting clients.
Josh takes a personable and approachable approach to financial planning, focusing on building strong rapport and guiding clients through each stage of their journey. He enjoys helping clients work towards their goals and takes great satisfaction in ensuring they feel informed, confident and supported when making important financial decisions.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.