Josh has been a member of the Courtiers Private Client team since 2018 having previously worked in another Wealth Management firm as a paraplanner.
Background / Experience
Josh has successfully achieved his Diploma in Regulated Financial Planning (DipPFS) and is currently working towards becoming a Chartered Financial Planner.
Outside of Courtiers you’ll find Josh playing all forms of sports. He currently plays semi-professionally for RAMS Rugby, a keen Cyclist, Golfer and Cricketer, albeit not to the same standard. Outside of sport Josh spends his free time planning foreign escapes or in the various local coffee houses around Henley.