0208 166 8476
Based in Aldwych
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FCA status: Certified by Firm
Joss is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joss's status
Last checked: 27 April 2025
Joss is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joss's status
8
Recent Client Reviews
Joss has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Joss has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Joss has not yet added their qualifications to their profile
Qualifications not yet added
Joss has not yet added their qualifications to their profile
Transparent Fees
Joss has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Joss has provided information on their typical fees
Joss has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Joss is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joss's status
Last checked: 27 April 2025
Joss is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joss's status
8
Recent Client Reviews
Joss has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Joss has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Joss has not yet added their qualifications to their profile
Qualifications not yet added
Joss has not yet added their qualifications to their profile
Transparent Fees
Joss has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Joss has provided information on their typical fees
Joss has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Joss has worked in the finance industry for 25 years with a strong focus on relationship management. Following a successful banking career, providing a broad range of investment, immigration, and estate planning services to high-net worth clients from the Middle East including Ruling Family Members, Joss branched out into independent relationship management through his own company based in London. In addition to a degree in history, Joss holds diplomas in both Financial Planning and Advice, as well as Investment Securities, and is an Associate Member of the Chartered Institute for Securities and Investment. Joss is now working as an IFA at Westminster focusing on the UK resident high net worth sector. Away from work, Joss acts as a taxi for his 2 kids but does get a bit of time for some golf and music.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Joss's clients
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