Josh joined the financial services industry in 2013, after completing a number of internships in various areas within finance. Working with financial advisers appeals to Josh because of the real focus on client service and the varied and unique nature of advice each client requires. He completed his Diploma in Financial Planning in 2018.
Outside of work
Outside of work, Josh enjoys cycling, golf, fishing and squash. His cycling tours include Lands’ End to John o’ Groats and New York to San Francisco. The time that was previously spent revising (and more!) was put to use training for his first Ironman, which he completed in September 2019.
DipFP – Diploma in Financial Planning
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.