Josh is an authorised Independent Financial Adviser working towards becoming Advanced Diploma qualified. He works with both individuals and corporates, advising on their holistic financial planning needs with a focus on cross border matters.
Josh studied for an undergraduate degree in Business & Design and has extensive experience in the ‘Not For Profit’ sector.
Good to talk: Opening up on the tricky topic of family inheritance16/11/2023
Fair share: Prioritising pensions during a divorce31/10/2023
Right first time: Three routes into home ownership12/10/2023
Rising interest: Turning attention to cash strategies in wake of rate hikes28/09/2023
Legacy planning in the face of rising inheritance tax liabilities14/09/2023