Joshua Poole DipFA

 Josh is an Independent Financial Adviser who takes a personal approach to helping clients understand their financial goals and plan confidently for the future. By developing a clear understanding of each client’s individual circumstances and aspirations, Josh provides tailored financial advice to help them grow and protect their wealth, while making the most of opportunities to plan as tax-efficiently as possible. 

Specialist Qualifications: 

• Diploma in Financial Planning, LIBF

With 13 years of experience in the financial services industry, Josh has worked as both a Paraplanner and an Independent Financial Adviser. This experience gives him an excellent understanding of the financial planning process from start to finish, enabling him to guide clients through every stage of their financial journey with confidence.

Outside of work, Josh enjoys spending quality time with his wife and daughter, exploring new places and making memories together