0330 038 8939
Based in Johnstone
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: June, 2024
4.7 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: 05 June 2025
Josh is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Josh's status
22
Recent Client Reviews
Josh has received 22 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Josh has received 22 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: 04 June 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.
1
Qualifications Uploaded
Josh has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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
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: 05 June 2025
Josh is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Josh's status
22
Recent Client Reviews
Josh has received 22 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Josh has received 22 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: 04 June 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.
1
Qualifications Uploaded
Josh has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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
Josh joined Phoenix in 2014. He began his career as an administrator and quickly advanced to paraplanning support for Colin while earning his mortgage qualification. Josh then attained a Diploma in Regulated Financial Planning and is working towards becoming a Chartered Financial Planner. As a dedicated member of the Personal Finance Society and The Chartered Insurance Institute, Josh stays current with the latest industry standards and practices, demonstrating a strong commitment to professional development. He is known for his hardworking and personable nature and finds great satisfaction in his journey with clients, helping them meet their goals and objectives. Outside work, Josh enjoys socialising on the weekends with his fiancé and friends. He is a keen runner when in the mood – which is not often!
£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
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