Senior Partner Practice of St. James's Place Wealth Management
Josh has worked in financial services for the last 12 years - previously working for Axa, Ascentric, and a small IFA Practice. After achieving his Diploma in Financial Planning he has continued to study with the CII, and is looking to be a Chartered Financial Adviser before the year is out.
Josh was keen to join a St. James’s Place Practice – and especially one close to where he grew up and therefore has joined Queens Square Wealth Management to work alongside Gemma, Kelly & the team to provide further invaluable Financial Advice and Wealth Management Services to all of our clients – old and new!
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.
Queens Square Wealth Management Ltd is registered in England and Wales, Number 7360700. Registered Office: 3 Kingsmead Terrace, Bath, BA1 1UX.