Josh joined the Kingswood Group in January 2023 and has been working within the financial services industry for around 10 years. Josh has experienced most aspects of financial planning throughout his career so far, having initially started advising clients around their mortgage and protection needs, before becoming a qualified financial planner in 2020 and moving into the wealth planning space.

Josh is committed to taking a holistic approach when it comes to advising his clients, to ensure that they receive fully tailored and comprehensive solutions to meet their goals and the best service possible.

In his spare time, Josh is a keen acoustic musician and partakes in numerous local gigs and events.