About Josh.
Josh is originally from the Isle of Man, where he started to work for one of the leading insurance companies. Josh was relocated to Dubai in 2014 to manage the client relationships in the Middle East and Africa. Josh has worked for FTSE and ASX listed companies in various positions. Since then, he has earned a respected name within the Financial Services industry and joined Indigo Financial Analysis & Consultancy in August 2024. His role within the Group is Head of Technical, which essentially means he works with his own clients and supports the other advisers with theirs.
A list of Josh’s memberships and qualifications are below:
- Diploma in Regulated Financial Planning (CII/PFS)
- Certificate in Securities Advice & Dealing (CII/PFS)
- Certificate in Discretionary Investment Advice (CII/PFS)
- Certificate in Mortgage Advice (CII/PFS)
- Associate of the Chartered Institute of Securities & Investments
- Full Member of the Society of Will Writers
- Full Member of the European Financial Planning Association
Outside of work, Josh enjoys reading, cooking, exercising and spending time with his family.
Area of Practice
01
Insurance Planning
Insurance safeguards your financial plan by protecting against unexpected risks, ensuring stability for your future.
02
Investment Management
Investment management grows your wealth strategically, aligning your portfolio with financial goals and securing your future.
03
Retirement and Pensions
Pension and retirement planning ensures financial security, providing income and peace of mind for your future.
04
Succession Planning
Succession planning protects your legacy, ensuring a smooth transfer of wealth to future generations.
05
Trust and Estate Planning
Estate planning organises your assets to minimise taxes, ensure proper distribution, and protect your legacy.
06
Cash Flow Modelling
Cash flow modelling forecasts your income and expenses, ensuring your financial plan stays on track.