Josh joined the company in 2022 and followed our internal training programme to fully qualify as an independent Financial Adviser. Having worked hard to pass his financial planning and mortgage qualifications, Josh is now continuing to study towards his level 6 chartered exams. Outside of work, Josh has a professional sports contract with Whitehaven Rugby League Club, where he plays Hooker. His hobbies mainly centre around going to the gym and rugby training.

Josh’s qualifications

• R01 Financial Services, Regulation & Ethics (CII)
• R02 Investment Principles and Risk (CII)
• R03 Personal Taxation (CII)
• R04 Pensions and Retirement (CII)
• R05 Financial Protection (CII)
• R06 Financial Planning Practice
• CF6 Mortgage Advice