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Joshua joined Mattioli Woods plc in 2017 after graduating from the University of Reading with a degree in finance and investment banking.
Originally working as a client relationship manager, where he managed the day-to-day requirements of his clients’ SIPPs and SSASs, Joshua became a specialist in commercial property and loan transactions.
Since January 2021, Joshua has provided holistic advice covering the full wealth management spectrum. He specialises in advising directors of SMEs as well as high-net-worth individuals on many aspects including their pensions, personal investments, inheritance tax planning and financial protection.
In his spare time, Joshua likes to watch and play sports, take long walks and spend time with his family and friends.
