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Josh is a Principal within Punter Southall Aspire Financial Planning. Josh is responsible for the Financial Planning team based in Poole, as well as providing holistic financial planning to new and existing clients. He is a Chartered Financial Planner and Fellow of the Personal Financial Society, with specialist qualifications in Retirement Planning and Long-Term Care.

Before joining Punter Southall Aspire he spent 7 years working for Mercer and Jardine Lloyd Thompson looking after a portfolio of private clients in addition to work involving business governance. Previously, he worked in Private Banking and has over 20 years’ experience in Financial Services with more than 17 as a Financial Planner.

Josh lives in Dorset with his family. His interest outside of work include, coaching rugby, running, cooking and eating out, with Italian and Asian cuisine being particular favourites.