Josh has worked in financial services since leaving education and brings extensive experience across the industry. He holds the Level 6 Diploma in Advanced Financial Advice (Adv DipFA®), demonstrating advanced expertise in pensions, investments, and long-term financial planning.
He has a specialist skillset across commercial finance, mortgages, protection, and later-life planning, supported by qualifications including CertBB&C®, CertLTCP, CPSP, CeMAP® and CeMAP®Pro, FPIR, and CeRER®. He is also a Chartered Associate of the London Foundation for Banking & Finance, highlighting his commitment to the highest professional standards.
Josh provides tailored, 360-degree financial advice to both individuals and businesses, combining technical expertise with a clear, practical approach. As a Commercial Finance Specialist, he focuses on delivering strategic funding solutions that support business growth and long-term success. He is committed to building lasting client relationships and helping individuals and businesses in securing their future.
We will receive commission from lenders. Different lenders pay different amounts depending on different commission models. For transparency we work with the following commission models: Percentage of the amount you borrow. Further details of the commission model, calculation and amount will be disclosed to you throughout your customer journey.
The information on this website is for the use of residents of the United Kingdom only. No representations are made as to whether the information is applicable or available in any other country which may have access to it.
Q Financial Services (uk) Limited is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
Q Financial Services (uk) Limited is registered in England. Registered Number – 09952693. Registered Address – 2 Haygate Road, Wellington, Telford, Shropshire, United Kingdom, TF1 1SG.
Approved by The Openwork Partnership on 08/05/2025.
Commercial Finance, Financial Planning and Wills & Legacy Planning are not part of the Openwork offering and are offered in our own right. Openwork Limited accept no responsibility for this aspect of our business. Commercial Finance and Wills & Legacy Planning are not regulated by the Financial Conduct Authority.
