0330 038 8940
Based in Builth-Wells
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: February, 2024
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Josie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Josie's status
Last checked: 02 March 2025
Josie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Josie's status
29
Recent Client Reviews
Josie has received 29 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Josie has received 29 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 25 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Josie has not yet added their qualifications to their profile
Qualifications not yet added
Josie has not yet added their qualifications to their profile
Transparent Fees
Josie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Josie has provided information on their typical fees
Josie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Josie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Josie's status
Last checked: 02 March 2025
Josie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Josie's status
29
Recent Client Reviews
Josie has received 29 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Josie has received 29 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 25 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Josie has not yet added their qualifications to their profile
Qualifications not yet added
Josie has not yet added their qualifications to their profile
Transparent Fees
Josie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Josie has provided information on their typical fees
Josie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Navigating the world of finance can be daunting, but I'm here to make the journey seamless and straightforward for you. Whether you're taking your first exciting step onto the property ladder, looking to protect your family should anything happen to you, or you are looking for investment advice and/or pension planning for retirement I can help. I pride myself on offering personalised, expert advice tailored to your unique situation. My mission is to ensure that every client feels informed, confident, and empowered to make the best financial decisions for their future. Initial meetings are free of charge, an opportunity to listen and see if I can help.
Offers available through VouchedFor
Contact Josie through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Josie's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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