Josh Collis — Independent Financial Adviser 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.
Specialisations
- Tax Planning
- Retirement Planning
- Investment Management
- Holistic Financial Planning
- Inheritance Tax Planning
- Pension Planning
Qualifications
Advanced Diploma in Financial Planning (CII)
Regulation
Josh Collis is FCA-verified (firm: Westminster Wealth Management).
Frequently Asked Questions
Is Josh Collis an FCA-regulated financial adviser?
Yes. Josh Collis 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 Collis offer?
Josh Collis offers retirement planning, investment advice, pensions and inheritance tax planning. 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 Collis?
Fees vary depending on the service, the complexity of your situation and the assets involved. Josh Collis 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 Collis is an independent financial adviser, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Josh Collis?
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 Collis directly through the contact form.
Does Josh Collis work with clients outside London?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Josh Collis is based in London but you can confirm preferred meeting locations and video options when you book your initial call.