Investment Administrator (LIFT-Academy)
Joined LIFT-Financial Group in July 2022.
Josh joined LIFT-Financial in July 2022, as a member of the LIFT-Academy, in the Paraplanning Administration Team, before recently joining the LIFT-Invest Team on the next stage of his Academy journey.
Josh continues to seek further education within the industry by attending fund manager meetings and studying for exams. Josh is currently pursuing a Diploma in Regulated Financial Planning, with the ultimate goal of becoming a Chartered Financial Planner.
- Which famous people would you like to have a dinner party with?
- Gary Neville, Ricky Gervais & Peter Crouch
- What gives you a LIFT?
- Going back home and getting greeted by my dog
- Favourite city?
- Manchester – Sheffield a close 2nd