Josh has always been interested by the way markets work and move depending on what is happening around the world. Having previously worked for Nationwide and Santander in mortgage roles, he had a finance background which he wanted to streamline into wealth management.

Presently, Josh is over seeing all transfers into the company from the wealth advisers and ensuring the monies are invested as soon as possible. In the future, he plans to specialize in investment re-search/analysis and/or trading. He is currently learning and understanding the markets/economic data from his senior colleagues.

The most important part of Josh’s role to clients is ensuring their money is invested as soon as possible. This is done through thorough chasing and maintaining relationships with the providers to enable transfers are completed smoothly. It is vital there are no delays for the client as this could impact their investment performance.

In Josh’s spare time, he enjoys watching a range of sports and listening to music but his main passion is Manchester United. He can be frequently found in the Stretford End at Old Trafford cheering on his team.

Josh is also the proud owner of a new home.

Professional Qualifications

CF1 completed, FA1 in progress, booked.
Once the Financial Administration award is complete, I will be looking to complete the FA6 exam enabling me to have my certificate in investment operations, subject to Jason’s approval.