What matters most to our team both at work and in personal time:
Professionally – providing careful and considerate plans for clients that truly fit their objectives. Also, being part of a team that is collaborative to continue developing my skills and experience, which will enhance the clients’ experience.
Personally – spending meaningful time with my family, partner and friends and participating in any sports activity I can, including working on my golf handicap!
My experience
I have been in financial services since October 2017 and have been providing holistic financial planning since 2021 to private individuals and families, specialising in:
Qualifications
Email: joshuajones@mmwealth.co.uk
Meet the rest
of our team
As financial planners our commitment to building long-term relationships with clients comes through our ability to provide holistic financial planning solutions.
Get in touch today
We’ve built long lasting relationships on the strength of a good conversation, if you are looking for wealth management and independent financial planning advice or have any questions about the services we offer, please do get in touch.
T. 01223 233331
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