0330 038 8940
Based in Chippenham
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: March, 2025
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Josh is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Josh's status
Last checked: 22 April 2025
Josh is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Josh's status
1
Recent Client Reviews
Josh has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Josh has received 1 client review 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: 18 November 2024
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.
1
Qualifications Uploaded
Josh has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Josh has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Josh has not yet added their fees to their profile
Fees not yet added
Josh has not yet added their fees to their profile
43
Positive First Impressions
98% of VouchedFor users have had a positive (4 or 5 star) first experience with Josh (based on 43 first impressions)
98% of users who are not yet clients had a positive first experience with Josh
98% of VouchedFor users have had a positive (4 or 5 star) first experience with Josh (based on 43 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Josh is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Josh's status
Last checked: 22 April 2025
Josh is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Josh's status
1
Recent Client Reviews
Josh has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Josh has received 1 client review 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: 18 November 2024
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.
1
Qualifications Uploaded
Josh has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Josh has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Josh has not yet added their fees to their profile
Fees not yet added
Josh has not yet added their fees to their profile
43
Positive First Impressions
98% of VouchedFor users have had a positive (4 or 5 star) first experience with Josh (based on 43 first impressions)
98% of users who are not yet clients had a positive first experience with Josh
98% of VouchedFor users have had a positive (4 or 5 star) first experience with Josh (based on 43 first impressions)
Passionate about holistic financial planning, Josh specialises in helping British Expats and Foreign Nationals navigate the intricacies of international finance, including tax considerations, investment strategies, and regulatory requirements. His client-focused approach ensures tailored financial solutions that provide clarity, security, and long-term success. Josh is the newest addition to the team, joining in February 2025 with five years of experience in financial services. He previously worked for a large national advice firm, gaining valuable exposure to international clients and cross-border financial matters. He is UK diploma qualified and is currently working towards both UK chartered status and US qualification to further enhance his expertise in global financial planning. Based in Bath, Josh leads an active lifestyle and enjoys spending his free time playing squash and mountain biking. He believes that balance is key—both in life and in financial planning—ensuring clients achieve their goals with confidence and peace of mind.
Offers available through VouchedFor
Contact Josh 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 Josh's clients
Based on responses provided by clients who have reviewed this adviser
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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