I'm part of the Asset Management group in London. I work with clients throughout the Midlands and the South East.
I have many years’ investment and financial planning experience and specialise in providing holistic financial planning advice to people who have received personal injury settlements.
- BA in Architecture
- DipHE in Mathematics
- Diploma in Regulated Financial Planning (CII)
- Diploma in Investment Advice (CISI).
What Do You Enjoy Most About Your Role?
I take great enjoyment from working closely with my clients to ensure their financial plans and needs are met and helping in any other ways I can.
“Joshua communicates well and always responds to emails within 24 hours.” – Chambers & Partners High Net Worth 2022