Joshua Jones

Wealth Management Consultant
About Joshua

I 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 I managed the day-to-day requirements of my clients’ SIPPs and SSASs, I became a specialist in commercial property and loan transactions.

I achieved my Diploma in Regulated Financial Planning and now provide holistic advice covering the full wealth management spectrum. I specialise 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 my spare time I like to go to the gym, take long walks and spend time with my family and friends.

meeting
Get in touch with the Mattioli Woods team
Do you have a specific question or query? Find the right member of the Mattioli Woods team.