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.
DipFP – Diploma in Financial Planning
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.