Josh predominantly works with private individuals and small business enterprises. He provides a holistic approach to financial planning through building long term relationships based on trust and understanding his clients short and long term financial aims and objectives.
Josh provides advice on all areas of financial planning and comprehends the importance of regular reviews with the aim of helping his clients achieve their goals and expectations.
Before joining Sheavyn Associates Financial Management (SAFM) Limited in 2019, Josh previously worked in the motor trade heading up the after sales department for Jaguar/Landrover in the York area.
Before joining SAFM, and whilst holding down a full time busy job with Jaguar/Landrover, Josh spent a year studying and taking all the required exams and now holds the Diploma in Regulated Financial Planning (DipPFS) and is currently working towards achieving Chartered status.
Outside of work, as well as spending time with his young son, Josh is a keen sports enthusiast with particular interest in motor sport and clay pigeon shooting.
Registered in England & Wales. Registered Number 9275997.
11 Leeds Road
Barwick in Elmet
Tel: +44(0)113 393 5260