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 enjoys helping clients to achieve their lifestyle goals, not just their financial objectives, and will work with clients to understand what it is they want to achieve, see or do before putting together a plan that can help this dream become a reality.
A keen football fan and Liverpool supporter, Josh enjoys a variety of activities in his spare time. Along side keeping active Josh is a keen traveller, ticking off different countries around the world with his partner.