Senior Partner Practice of St. James's Place Wealth Management
Josh was accepted onto the prestigious St. James’s Place Next Generation Academy and invited to join DWB Wealth Consultancy, Senior Partner Practice, during this training. He has been with DWB Wealth Consultancy for several years now working with other advisers to develop holistic financial planning solutions, moving into the adviser role as the next part of his natural progression.
Josh has undertaken a significant number of qualifications, having recently achieved the Diploma in Financial Planning awarded by the Chartered Institute of Insurance and places a strong emphasis on his own professional development. This ensures the service he provides his clients is of the highest standard.
Long term relationships are key to ensuring clients are provided with a source of trusted advice as their financial needs change and evolve over the years. Just as important as the initial advice is the ongoing planning and support that Josh implements into clients plans.
Central to his proposition is the experience that the client receives when working with Josh and DWB Wealth Consultancy LLP. He is committed to providing a bespoke service, tailored to the specific needs of each individual client, as opposed to a one-size-fits-all solution. He is a strong believer in effective communication and listening to his clients concerns to understand their objectives.
St. James’s Place provide a wide range of solutions for clients and it is Josh’s role to simply understand his client’s needs, future aspirations and to build a long term plan with the support of the solutions available. He takes great peace of mind that he is backed by a FTSE 100 company, which offers him resources such as, specialist tax and technical professionals as well as being supported by the St. James’s Place advice Guarantee
Josh provides wealth management advice and financial planning solutions to individuals, families and businesses. His advice covers broad financial planning such as:
• Personal and Business Protection Planning
• Retirement Planning
• Building wealth, through our distinctive approach to investment management
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
DWB Wealth Consultancy LLP is a Limited Liability Partnership registered in England and Wales, Number OC383614. Registered Office: Chancellor Court, 21 The Calls, Leeds, LS2 7EH, England. View the Members of DWB Wealth Consultancy LLP.