“Effective financial planning starts with establishing an understanding of what a client is looking to achieve and building a financial plan around those goals. Over time, the continuous guidance to build and adapt that plan depending on life situations is where the relationship builds, and seeing those goals accomplished is a true privilege”
- Locations
- London, City
Josh joined the RBC Brewin Dolphin London office in 2015 as a Financial Planner, providing tailored, holistic advice to individuals and families. Specialising in pension, investment, and inheritance tax planning, Josh focuses on helping clients achieve financial efficiency and long-term success.
He takes great pride in building long-lasting client relationships and guiding them toward their financial goals. Understanding that each client is unique — just like their life goals — Josh is dedicated to ensuring those objectives are met.
Outside of work, you can often find Josh enjoying a Parkrun or spending a bit too much time on a cricket field!