Senior Partner Practice of St. James's Place Wealth Management
Josh began his career in the automotive industry before moving into financial services in 2016. Having recently completed his financial services training at the St. James’s Place academy he has joined PD Financial Management as a newly qualified Financial Adviser.
His aim is to help clients achieve financial success through providing holistic advice, particularly in the areas of pension and investment planning and financial protection.
Areas I specialise in: Pension planning | Investment Planning | Protection
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.
PD Financial Management Limited is registered in England and Wales, Number 5123232. Registered Office: The Auction House, 87-88 St. John's Road, Stourbridge, West Midlands, DY8 1EH.