After recently leaving 6th Form, obtaining 3 A-Levels in Business, Politics and IT, Joshua has recently joined MDG in January 2024, working under Richard Thrower as an IFA Support and Trainee Paraplanner.
As part of the job role, Joshua assists Richard with client transactions, research relating to investment products and providers, and produces reports reflecting Richard’s advice and guidance.
Joshua aspires to achieve his Diploma in Financial Planning and is already on the way to doing so. He passed his R01 (Regulation and Ethics) exam in December 2023, and has hopes to eventually achieve Chartered Status in Financial Planning.
Away from work, Josh enjoys going to the gym, having a pint at the pub with his mates, and keeping up with the many sports he has an interest in, including American Football, Basketball and Football, in which he is a big Crystal Palace fan.