Josh Shaxson

Financial Planning Associate

Josh Shaxson

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 and is currently working towards becoming Chartered.

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 and he completed his first (and last!) Ironman in 2019. Josh and three other Holden & Partners colleagues became Guinness World Record holders in 2020.

You can view Holden & Partners entry on the FCA Register by clicking here.

Qualifications

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DipFP – Diploma in Financial Planning

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Contact us

Whether it’s a question about your personal finances or how you can invest your wealth more ethically, we are here to help. Call us on 020 7812 1460, email info@holden-partners.co.uk or complete the form:

    Holden & Partners is a trading name of Peter R T Holden and Partners LLP and is authorised and regulated by the Financial Conduct Authority (446291), but not all of the products and services mentioned in this website may be so regulated. Click here to view Holden & Partners on the FCA register. All content © 2024 Holden & Partners.