T: 0345 250 8420
Josie has been in the Industry for 12 years, and a fully qualified Independent Financial Adviser in her own right for over 6 years, holding the full Financial Planning Certificate. Studying towards the Advanced Diploma in Financial Planning, Josie holds advanced specialist additional qualifications in Equity Release and Long Term Care Planning. Josie is an integral part of the team providing the valuable technical research and support. Josie will research the market, helping produce accurate reports that are specific to your needs. Josies helps me prepare for each meeting to ensure that all advice I give you is accurate and based on the current market positions. Josie lives just outside Cardiff with her husband a two sons. In her spare time Josie enjoys running, and cooking traditional Italian meals for her whole family!