Senior Partner Practice of St. James's Place Wealth Management
Josh joined WB Wealth in September 2018, after graduating from Reading University’s Henley Business School with a First-Class Degree in Business & Management.
He is continuing his learning at WB Wealth as he passes exams and expands his skillset towards attaining his Financial Adviser qualifications in the next 12 months. Josh aspires to become a Chartered Financial Planner and is attending The St. James’s Place’s Next Generation Academy to help him achieve this goal. His day-to-day responsibilities currently include report writing, business processing and administrative support.
Outside of work, Josh enjoys watching sport, being active and spending time with family and friends.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
WB Wealth Limited is registered in England and Wales, Number 08563741. Registered Office: 11 Hamilton Place, Mayfair, London, W1J 7DR.