Financial Planning Consultant DipPFS in Haywards Heath
My goal is simple: to help you make confident financial decisions so you can achieve your goals and live the life you want.
I work with individuals, families, and business owners to create clear, tailored financial plans that remove uncertainty and put you firmly in control of your future. Whether you’re just starting out or looking to refine an existing plan, I’ll help you cut through complexity and identify the most effective path forward.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Home contents insurance, buildings insurance.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
South East England
United Kingdom
Josh is located in South East England and offers expert financial advice to suit your needs.
With over 20 years’ experience in financial services, I bring deep industry knowledge from working with leading City banks, corporate pension providers, and within the fintech space. This allows me to combine technical expertise with practical, real-world advice that works for you - not just on paper, but in your day-to-day life.
I can help you with:
In a world where flexibility matters more than ever, I offer a service that fits around you - whether that’s meeting in person or working together remotely. My aim is always the same: to make financial advice accessible, clear, and genuinely valuable.
I’m proud to be part of Quilter Financial Advisers, backed by Quilter plc - a FTSE 250 company with over 250 years of heritage. This gives my clients the reassurance of strong governance, proven expertise, and access to leading investment specialists.
Outside of work, I enjoy a busy life in the countryside with my husband, along with our one dog and six cats - so there’s never a dull moment. I’m passionate about fitness, enjoy travelling and exploring new places, and have a real interest in current affairs.
I place a strong value on trust, and long-term relationships - and I bring that same mindset into my work with clients. For me, it’s not just about financial advice, it’s about building a partnership that supports you at every stage of your journey.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 28 May 2026.
