Joshua O'Neill

Financial Administrator

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Qualifications

  • Diploma in Regulated Financial Planning
  • Working towards the Advanced Diploma in Financial Planning

Meet Josh

At work

Josh has worked in financial services since leaving school.

As a Financial Administrator, Josh provides administrative support to our advisers, helping to ensure clients receive an efficient and professional service. His role is varied and involves supporting advisers with client enquiries and requests. Josh is passionate about developing his knowledge and expertise within the profession and is committed to delivering excellent outcomes for clients.

At home

Outside of work, Josh enjoys maintaining an active lifestyle and can often be found on the golf course or playing padel.

He also enjoys travelling and takes every opportunity to explore new destinations and experience different cultures.

Get in touch

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