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Assistant Paraplanner
Josh joined Aspire in November 2023, having worked at another independent financial advisory firm since February 2020.
Josh’s daily responsibilities include preparing research and recommendation documents for client reviews and helping with client queries.
Josh enjoys being active. He loves spending time in the great outdoors and at the gym. In the evening, Josh unwinds by burying his head in a sci-fi or fantasy book.
On weekends, Josh tries to get out on hikes or see friends and sample Bristol’s finest breweries together, and when the weather permits, he also loves a spot of sea fishing.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
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The Aspire Partnership LLP is authorised and regulated by the Financial Conduct Authority – Ref. No. 518833.
Registered in England. Limited Liability Partnership No. OC351804.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk