Josh typically works with high earners. Whether they are saving towards retirement or have already stopped working, Josh is an expert in quantifying financial needs, managing his clients’ affairs both before and after retirement as well as keeping them on track to achieve their long-term goals. In addition, he helps Directors protect the financial well-being of their businesses and wider family.
Ipswich Office: 01473 384858 London Office: 020 3755 3235 .
Josh is a Chartered Financial Planner with Level 6 qualifications in Personal Taxation and Trust Planning, Pension Transfers, Business Planning, Investment Management and Financial Planning Process. He was also shortlisted for the ‘Financial Adviser of the Year’ in the Growth Investor 2021 awards and holds a Starred First Class Degree in Business Management.
Outside of the workplace, Josh is happily married to his wife, Zoe. Their wonderful son, Morris, keeps them thoroughly on their toes (as all toddlers should) and loves to befriend the assortment of cats and dogs that fill every other corner of their home. In between the balancing act of financial planning and fatherhood, Josh still likes to steal a few minutes with a good book!
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The latest news from Swallow Financial Planning and the financial industry
