Josh Cohen — Network Financial Advisor
About Josh Cohen
Josh Cohen is a Wealth Management Adviser with over seven years’ experience in financial services, providing clear, client-focused advice designed to give long-term confidence and peace of mind. My role is highly client-centric, spending much of my time meeting with individuals to establish new financial plans or review existing ones, ensuring they feel informed, supported and confident in their decisions. Alongside client meetings, I work closely with my team on strategic planning and the continued growth of my practice. I take pride in doing things the right way, delivering advice that is thoughtful, transparent and tailored to each client’s circumstances and goals. What I find most rewarding about my role is the reassurance I am able to give my clients. Knowing that my work has a meaningful impact on their financial wellbeing, and helping them feel more secure about the future, is what drives me every day. My experience spans investment planning, retirement planning and helping clients achieve personal financial goals with clarity and confidence. My main aim is simple: to provide peace of mind at every stage of a client’s financial journey. Outside of work, I enjoy spending time on the golf course and discovering new restaurants, staying active and making the most of my free time.
Services
- Retirement planning
- Sharia compliant funds
Regulation
Josh Cohen is FCA-verified.
Frequently Asked Questions
Is Josh Cohen a regulated financial advisor?
Yes. Josh Cohen is FCA-verified, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Josh Cohen offer?
Josh Cohen offers Retirement planning, Sharia compliant funds.
Does Josh Cohen offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Josh Cohen directly through their Trusted Advisor profile.
How do I book a meeting with Josh Cohen?
You can book a free initial consultation with Josh Cohen directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.