Joshua Batch

About Joshua

My career in financial services began in 2019 when I joined a boutique IFA firm as a Paraplanner whilst playing professional ice hockey in Cardiff. I have since retired from professional sport, and I now have a sole focus on wealth planning.

I joined the company in 2026 and I currently work as an Associate Wealth Planner based in the Cambridge office. My role involves assisting clients in various areas of their finances, with a primary focus on investments, pensions, and estate planning.

I hold the Diploma in Regulated Financial Planning from the CII and I am currently studying towards achieving Chartered status.

Outside of work I spend the majority time with my young family, and where possible I try to scratch the itch I have developed for golf since hanging up my skates.