After graduating from Royal Holloway University, Josh began his career in financial services as a protection specialist adviser, developing a strong foundation in client-focused advice, risk assessment and administrative expertise. Through this role, he gained valuable experience in understanding client needs and delivering tailored insurance solutions that provided essential financial security.
Since joining Mattioli Woods, Josh applies this experience to deliver holistic wealth management solutions, drawing on his prior experience to provide comprehensive financial planning that considers wealth accumulation, decumulation and legacy planning strategies. His objective-led approach and focus on understanding each client’s unique circumstances and goals enables him to develop bespoke financial strategies that align with their long-term objectives and provide genuine value.
Outside of work, Josh enjoys exploring history and travelling to discover new places and cultures, often combining both interests by visiting historical sites and learning about local heritage. He is also a keen golfer who regularly takes to the course to unwind and improve his game.
