Josh Collis — Independent Financial Advisor in London
About Josh Collis
Josh Collis is a Chartered Financial Planner at Westminster Wealth Management, specialising in personal and holistic financial planning for individuals and families. With seven years in financial services and five years advising clients, Josh focuses on helping people make clear, confident decisions about their long-term financial future. Josh’s day-to-day work centres on understanding each client’s circumstances in detail, preparing thoroughly for meetings, and translating complex financial information into practical, straightforward advice. He believes clarity is the foundation of good planning and works closely with clients to help them navigate uncertainty, evaluate their options, and move forward with confidence. What Josh enjoys most about his role is the diversity of people he works with. Every client brings a different perspective, set of priorities and ambitions, which makes each conversation unique and rewarding. This client-focused approach allows Josh to build strong, trusted relationships and deliver advice that reflects what matters most to each individual. Outside of work, Josh is an avid triathlete and starts many of his days with early-morning training, a discipline that reflects the consistency and commitment he brings to his professional life.
Services
- Retirement planning
- IHT planning
- Insurance
Specialisations
- Tax Planning
- Retirement Planning
- Investment Management
- Holistic Financial Planning
- Inheritance Tax Planning
Qualifications
Advanced Diploma in Financial Planning (CII)
Regulation
Josh Collis is FCA-verified (firm: Westminster Wealth Management).
Frequently Asked Questions
Is Josh Collis a regulated financial advisor?
Yes. Josh Collis is FCA-verified and authorised under Westminster Wealth Management, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Josh Collis offer?
Josh Collis offers Retirement planning, IHT planning, Insurance.
Where is Josh Collis based?
Josh Collis is an independent financial advisor based in London, serving the E, EC, N, NW, SE, SW, W, WC postal areas.
Does Josh Collis offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Josh Collis directly through their Trusted Advisor profile.
What qualifications does Josh Collis hold?
Advanced Diploma in Financial Planning (CII)
How do I book a meeting with Josh Collis?
You can book a free initial consultation with Josh Collis directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.