0330 038 8939
Based in Polegate
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: April, 2024
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Joshua and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct AuthorityLast checked: 12 May 2026
Joshua and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
9
Recent Client Reviews
Joshua has received 9 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Joshua has received 9 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.Last checked: 02 March 2026
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Joshua has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below1 qualification certificate available to view
Joshua has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Joshua has not yet added their fees to their profileFees not yet added
Joshua has not yet added their fees to their profile
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Joshua (based on 10 first impressions)100% of users who are not yet clients had a positive first experience with Joshua
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Joshua (based on 10 first impressions)
About
I have been a financial adviser since 2015 after leaving university and being in that position of not knowing exactly what career path I wanted to follow. However, some say things happen for the reason and I ended up choosing a path I really enjoy with particular areas of interest such as investments, pensions (both pre and post retirement) and protection insurance. I received my financial adviser qualification (level 4 DipFA) after a number of years of studying with the London Institute of Finance & Banking. My client base is very diverse ranging from young professionals/business owners just starting their financial planning journey to much older clients completing theirs. I also help a number of airline workers review their employee benefits to make sure things are tickety-boo! It is an amazing privilege and responsibility knowing so much about a client’s private affairs and their hopes and fears. I believe the key to being a good adviser is having a sound level of technical knowledge but more importantly the ability to listen, be personable and connect with what really matters to clients. My spare time tends to revolve around my son and partner (including the centre of attention which is a dog named Podrick the Spaniel). Alongside financial affairs I am more than happy to talk about sport (football and rugby in particular), travelling (I lived in Spain for a few years) and food (I am getting hungry now). The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment. Approver Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 25/04/2024