Josh Rees

My career in financial services began in 2017 as a mortgage adviser before moving into a regulated financial advisory role. During my time in the industry, I have amassed a wealth of knowledge across all aspects of financial planning, which I am now able to implement across a diverse range of clients.

Although financial advice has a reputation of catering only to wealthier clients, I strongly believe that everyone can benefit from financial advice. By speaking to an adviser, anyone can move closer to meeting their goals and obtaining security, regardless of wealth, age or existing financial knowledge. Therefore, I am passionate about making financial advice accessible for everyone.

My aim is to forge lasting relationships with my clients, providing a smooth and simple journey to achieving their financial planning goals.