Josh joined Progeny in June 2017 as a Paraplanner. He quickly graduated to being a fully-fledged Financial Planner, and achieved Chartered status in April 2019, having completed all 15 of the necessary exams. Prior to moving to Leeds and joining Progeny, Josh held both administrative and technical roles within Financial Advice firms for a number of years.
Josh is one of the inaugural members of Progeny’s Adviser Academy, which has been designed to provide a structured path for more junior team members to become competent and authorised Financial Planners.
In his spare time, Josh enjoys a variety of sporting activities and remains a keen Liverpool fan. He lives in central Leeds and enjoys taking in the buzz of the city, which is far flung from his rural home.