Josh Llewellyn
Investment Manager
About Josh
I joined the company as part of the acquisition of Punter Southall Wealth in 2022. I manage investment portfolios for private clients, pension schemes and trustees, tailoring my approach to the specific needs of each client. I also enjoy working with solicitors and accountants to help expand the services that they can offer their clients. I am able to provide my clients a first-rate, personal service with the support and resources of a best-in-class financial institution. I have completed my Level 6 Private Client Advice and Investment Management qualification and am a Chartered Fellow of the CISI.