Senior Partner Practice of St. James's Place Wealth Management
Josh studied at the University of Bath, and initially trained to become a Chartered Accountant at a mid-tier accountancy firm. He then moved away from the profession to concentrate on running his own telemarketing business and joined Castell Wealth Management in this capacity in July 2019. In his spare time, Josh enjoys travelling with his partner.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Castell Wealth Management is a trading name of Castell Wealth Management Ltd. Castell Wealth Management Ltd is registered in England and Wales, Number 11639376. Registered Office: Accounts Unlocked, Repton Manor, Repton Avenue, Ashford, Kent, TN23 3GP, United Kingdom.