Josh's details
About Josh
After ten years in the field of Aeronautical Engineering I found my true passion of investing and helping people achieve their most important personal objectives. It was perfect when I secured the opportunity to be part of the Client Services Team at Aretian Wealth Management in 2021.
Having changed industries I bring with me a range of interpersonal skills and enjoy the challenges of working with people and keeping clients really happy.
I have successfully completed the CII Level 4 Diploma in Regulated Financial Planning and attained a distinction in the apprenticeship program. I am excited to continue my journey as a fully qualified Independent Financial Adviser with the invaluable support of the Aretian Wealth Management team.
The part of my job I enjoy the most...
Seeing the stress disappear from a client’s shoulders when they realise we have solved their problems.
When I'm not at work, you'll find me...
Training to swim the English Channel in August 2026. It’s 21 miles straight, but I’ll end up swimming around 30 miles because of the currents and tides. I’m hoping for it to take around 13 hours. Oh and the water temperature will be around 17°C. Brrr……
Important information
Firms and individuals must be authorised by the Financial Conduct Authority (FCA) to carry out regulated financial service activities. Our FCA number is 960483. You can see our details of our FCA registration here.
All financial advisers and planners in the UK must meet certain professional standards and requirements set out by the FCA. One of these requirements is to hold a Statement of Professional Standing (SPS).
You can view my SPS here.