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 including the investment of settlements arising from personal injury and clinical negligence claims. I 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.