Josh works with clients across all stages of their financial journey; whether they’re just beginning to build wealth and want to make smart decisions early on, looking to grow and manage existing assets, or planning to protect and pass on wealth to future generations in a tax-efficient way.  

Developing a clear plan that keeps the client’s goals at the centre, while ensuring each step is simple and measurable, is fundamental to Josh’s process. His focus is on making financial planning approachable, transparent, and tailored to what truly matters to each individual. 

Previously a semi-professional rugby player, Josh now enjoys spending his time cycling, cooking, and relaxing with his wife, friends, and family outside of work.