Josh transitioned into the financial services industry in 2012 after an early career in architecture and property. He joined EQ Investors in early 2022, recognising it as the ideal place to support his clients over the very long term. Since then, he has been a proactive and valued member of the team. He provides high-quality, personalised financial advice, specialising in helping high-value clients navigate complex financial decisions and structures. His expertise includes detailed tax planning, wealth preservation strategies, and sophisticated structures such as Small Self-Administered Schemes (SSASs) and Family Investment Companies. Josh also has extensive experience supporting recipients of Personal Injury Settlements, working closely with them and their legal advisers to ensure the best possible financial outcomes. Taking a holistic approach, Josh often collaborates with clients’ other professional advisers to create seamless, long-term financial strategies. His qualifications in both Investments and Financial Planning provide the depth of knowledge needed to help High and Ultra-High Net Worth individuals achieve their objectives with confidence. Outside of work, Josh is married with three daughters - so weekends are often spent running an unofficial taxi service!