0330 038 8939
Based in Crosby
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: February, 2022
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Josh is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Josh's status
Last checked: 11 April 2025
Josh is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Josh's status
9
Recent Client Reviews
Josh has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Josh has received 9 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: 30 January 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.
2
Qualifications Uploaded
Josh has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Josh has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Josh has not yet added their fees to their profile
Fees not yet added
Josh has not yet added their fees to their profile
13
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Josh (based on 13 first impressions)
100% of users who are not yet clients had a positive first experience with Josh
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Josh (based on 13 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Josh is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Josh's status
Last checked: 11 April 2025
Josh is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Josh's status
9
Recent Client Reviews
Josh has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Josh has received 9 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: 30 January 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.
2
Qualifications Uploaded
Josh has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Josh has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Josh has not yet added their fees to their profile
Fees not yet added
Josh has not yet added their fees to their profile
13
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Josh (based on 13 first impressions)
100% of users who are not yet clients had a positive first experience with Josh
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Josh (based on 13 first impressions)
My aim is to ensure that everyone has access to quality independent financial advice. I offer full holistic financial planning covering all areas of your financial situation/circumstances to ensure that my clients get the best advice possible focussing on making your money work for you, saving tax and protecting your finances to safeguard your family. I have 10 years industry experience, growing my passion for providing a quality service to my clients with a strong belief that financial advice should not be seen as a one-off event, but should be part of an ongoing relationship to ensure that you can meet your financial goals and objectives both now and in the future. Whether you are looking for help with retirement planning, investments or an overall review of your financial situation I am available for an initial free of charge and no obligation initial meeting.
Offers available through VouchedFor
Contact Josh through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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 Josh's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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