Joshua Jones

Wealth Management Consultant
About Joshua

Joshua joined Mattioli Woods plc in 2017 having graduated with a degree in BSc Finance and Investment Banking from the ICMA Centre, University of Reading.

His career with Mattioli Woods started through as a client relationship manager, where he was managing the day-to-day duties of his client’s SIPPs and SSASs, and along the way became a specialist in commercial property and loan transactions.

After achieving the CII’s Diploma in Regulated Financial Planning (DipPFS), Joshua is now providing holistic advice covering the full wealth management spectrum, where his typical day consist of advising directors of SMEs and high-net worth individuals on their pensions, personal investments, inheritance tax planning and financial protection for example.

In his spare time, Joshua can be seen in his local gym, on a long walk or socialising with his family and friends.

meeting
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