Role: Independent Financial Adviser
Location: Liverpool Office
Diploma in Financial Planning (Dip PFS)
Certificate in Mortgage Advice (Cert CII(MP))
Josh can help you with…
Financial Planning, Wealth Management, Retirement Planning, Inheritance Tax Planning, Personal and Business Protection Insurance, Private and Business Medical Insurance, Corporate and Director’s Pension Schemes.
He particularly specialises in pensions, investments, tax planning and corporate planning.
He enjoys meeting new people whether they are either businesses or clients in their own homes. Josh specialises in pensions, investments, tax planning and corporate planning.
Josh is passionate about building long term relationships with his clients.
Outside of work…
Josh enjoys football, golf, snowboarding, and eating out. So much so that when asked about his favourite food he said, Steak, Italian and Thai!