Joshua joined our expanding accountant partner team in 2023. He has a strong background in financial services with 7 years’ experience working with a market-leading investment platform provider. He understands the issues and requirements of professional service firms, having worked with both IFAs and accountants to enable them to deliver exceptional service to their clients.
His commitment to strong client relationships coupled with specialist knowledge of financial services are key to what he offers our accountant partners today.
Joshua has a Level 3 Certificate in Investment Operations – The Chartered Institute for Securities & Investment (The CISI)
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