Josh Cohen — Network Financial Adviser in London
About Josh Cohen
Josh Cohen is a Director and Wealth Management Adviser at J & Co Wealth Management, with over seven years’ experience in financial services, providing clear, personalised advice designed to give clients greater confidence and peace of mind about their financial future. Josh takes a highly client-centric approach, spending much of his time meeting with individuals to understand their circumstances, establish new financial plans or review existing ones. He believes good advice should be thoughtful, transparent and tailored to each client’s goals, helping them feel informed and confident in the decisions they make. His experience spans investment planning and retirement planning, supporting clients as they work towards their personal financial goals. Josh particularly enjoys the reassurance that effective financial planning can provide, knowing that his advice can make a meaningful difference to a client’s financial wellbeing and sense of security. Alongside advising clients, Josh works closely with his team on strategic planning and the continued development of his practice. He takes pride in doing things the right way and building long-term relationships based on trust, consistency and genuine understanding. For Josh, financial advice is ultimately about more than managing money. It is about giving clients clarity around their options and confidence that they are taking the right steps for their future. Outside of work, Josh enjoys playing golf, discovering new restaurants and staying active.
Services
- Retirement planning
- Sharia-compliant advice
Specialisations
- Tax Planning
- Retirement Planning
- Investment Management
- Pension Planning
Qualifications
Diploma in Regulated Financial Planning (CII) Personal Financial Specialist (CII)
Regulation
Josh Cohen is FCA-verified (firm: J & Co Wealth Management).
Frequently Asked Questions
Is Josh Cohen an FCA-regulated financial adviser?
Yes. Josh Cohen is FCA-regulated and verified by Trusted Advisor. We re-check every adviser's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Josh Cohen offer?
Josh Cohen offers Retirement planning, Sharia-compliant advice. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Josh Cohen?
Fees vary depending on the service, the complexity of your situation and the assets involved. Josh Cohen will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial adviser?
Josh Cohen works as part of a network, with access to a carefully selected panel of providers. Network advisers share resources and compliance support but still tailor advice to each client's individual goals.
How do I book a consultation with Josh Cohen?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Josh Cohen directly through the contact form.
Does Josh Cohen work with clients outside London?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Josh Cohen is based in London but you can confirm preferred meeting locations and video options when you book your initial call.