Originally from London, Josh spent the early part of his career in the 'Not for Profit' sector before moving into the finance world.
Before joining Pioneer, Josh was a Senior Financial Adviser at a medium-sized boutique London-based firm, Vintage Wealth Management, which was voted in the Financial Times top 100 for two years in a row and regulated by the FCA.
Josh advised his UK clients on all aspects of their personal and business finances and has a particular specialty in Generational Wealth Planning.
As a licensed Financial Planner by the Israeli Securities Authority, Josh offers his financial planning expertise to Israeli residents.
One of only a handful of dual UK/Israeli licensed financial planners, Josh is keen to assist clients in their cross-border financial needs with a particular focus on Olim from the UK, and helping them manage an international asset base.
Josh has experience in helping clients make 'financial' Aliyah and also assists veteran Olim on how best to arrange their assets, both in Israel and abroad.
As well as being licensed in Israel, Josh is an experienced UK Independent Financial Adviser. He works with both individuals and corporations.
Josh enjoys running and playing table tennis and particularly enjoys his time on Zwift with his bike.
Mobile (Israel): +972 54 982 5581
Mobile (UK): +44 7853 583 395
Email address: Joshp@Piowealth.com