Josh Hakki

If it’s time for financial advice, I can help you

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.

At just 26 years old, I am proud to be part of a small group of young financial advisers in the UK, bringing a fresh perspective and long-term vision to the profession. I hold a Master’s degree in Finance from Nottingham Trent University and have built my career around a strong foundation of technical knowledge, forward-thinking strategy, and a commitment to truly understanding my clients' goals.

I provide holistic financial planning, offering guidance that spans the full financial journey - from starting out and building wealth, to protecting it and planning for retirement. Whether you're navigating your first investment, preparing for a major life change, or looking to secure your long-term future, I tailor my advice to suit your unique circumstances and ambitions. My mission is to simplify complex financial matters and empower my clients with confidence in every decision they make. I believe in building relationships that last, growing and adapting your financial plan as life evolves.