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Trainee Adviser

At Courtiers

Josh is currently studying to secure his Diploma in Regulated Financial Planning and evolve in his role. Helping clients through their own journeys of wealth management is something Josh enjoys, as an opportunity to guide others towards meeting objectives while exercising technical expertise in a client-facing environment.

Background / Experience

Having spent a year in a Paraplanning role at St James's Place, it was ultimately a passion for rugby, specifically Rams Rugby in Berkshire, that led Josh to Courtiers. As major sponsor of Rams Rugby, Josh saw prestige and commitment to performance in Courtiers and sought to find out more.

Outside Work

Having previously studied English Literature in Southampton, Josh has a fine eye for the English language. When not enjoying watching or playing various sports, he sees no challenge in finding a good book to read.


Personal Wealth Management

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