Josh began his career at a local wealth management company in 2015 to pursue his passion for investments and economics whilst developing an in-depth understanding of the financial services industry along the way. Josh joined the Sovereign Midlands team in 2023 with the ambition to build long-lasting meaningful relationships with clients, ensuring clients are always understood and their needs always met.
Josh has completed the Level 4 CISI Investment Advice Diploma, Level 4 CII Diploma in Regulated Financial Planning and is currently studying towards his Level 6 Advanced Diploma in Financial Planning.
In his spare time, Josh enjoys keeping fit by going to the gym and cycling, along with spending quality time with his girlfriend. Josh is also a dedicated fan of motorcycle racing which keeps him busy at weekends.