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Josh Wall DipPFS
Financial Planner

About Josh Wall

Josh began his career in Finance as a mortgage and protection adviser in 2018, after gaining a Masters Degree in literature with distinction from the University of Sunderland. Josh quickly realised he was passionate about building lasting meaningful relationships with clients and ensuring they get the best possible advice.

This first step into Finance started Josh on a path that led him to joining Lowes in 2022 as a Pensions Technician, having continued to develop his knowledge and expertise through study and examination with a desire to become a Financial Planner.

 “Great financial planning starts with a great conversation, and I want to make everyone I speak to feel comfortable, confident and reassured in a world that can often seem complex”

In his free time Josh loves to travel, play guitar and is a keen home cook.

Business Qualifications

Diploma in Regulated Financial Planning DipPFS
Mortgage Advice CF6
Financial Services, Regulation & Ethics RO1
Investment Principles & Risk RO2
Personal Taxation RO3
Pensions & Retirement Planning RO4
Financial Protection RO5
Financial Planning Practice RO6 
Financial Planning Process AF5

 

Contact Josh Wall

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0191 281 8811

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