Josh Greasley — Financial Adviser in Midlands
About Josh Greasley
Josh was about 12 years old, working his first summer job gardening, when he dropped a £20 note and lost it. That sick feeling in his stomach taught him something no textbook ever could — money isn't abstract, it's real, and it matters. That lesson has never left him. Josh came to financial planning by a winding road. After graduating from Royal Holloway, University of London, he found his feet as a protection specialist adviser and discovered he loved speaking to people and helping them. That curiosity led him toward wealth management, and the moment it clicked was in the Mattioli Woods Financial Adviser Academy, shadowing his mentor in a client meeting — he knew then that this was exactly where he wanted to be. What drives him most isn't any single area of planning, it's people. Every client brings their own personality, communication style and concerns, and his job is to adapt, listen closely, and translate what can feel like a complex financial world into something clear, relevant and genuinely useful. That, he finds, is the fascinating part. Trust is everything in this work, and Josh tries to earn it the honest way. Early on, he met an older couple, referred through an accountant, who were looking to invest. The husband was visibly uncomfortable with the idea, and despite pressure from others in the room to proceed, Josh stepped back and told them honestly that investing probably wasn't right for them. He pointed them toward maximising their cash ISA allowances instead — something they could do themselves at no cost. It wasn't a deal for him, but it was the right call, and they were genuinely grateful. That's the kind of adviser he wants to be. More recently, he worked with a business owner who was feeling anxious about his personal finances, particularly around a Power of Attorney for his mum. After their meetings, Josh could see the tension leave him: he had a plan, and he understood it. That shift from worried to settled is what good planning looks like. What Josh wants for every client is peace of mind and flexibility — the knowledge that there's a solid, long-term plan in place, that the right tax wrappers are being used effectively, and that if life changes, the foundations are there to adapt. Whether that's Inheritance Tax planning, investment strategy or protection, he is there to make sure clients understand what they have, why it's structured the way it is, and how it's working for them, without the day-to-day worry. He describes himself as prompt, approachable and straightforward, and he responds quickly because he knows that unanswered questions create stress — and reducing that stress is part of the job.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Tax Planning
- Inheritance Tax Planning
- Investment Management
- Protection Planning
- Insurance
- Pension Planning
Qualifications
Diploma in Regulated Financial Planning (CII)
Regulation
Josh Greasley is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Josh Greasley an FCA-regulated financial adviser?
Yes. Josh Greasley 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 Greasley offer?
Josh Greasley offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages. 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 Greasley?
Fees vary depending on the service, the complexity of your situation and the assets involved. Josh Greasley 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 Greasley 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 Greasley?
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 Greasley directly through the contact form.
Does Josh Greasley work with clients outside Midlands?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Josh Greasley is based in Midlands but you can confirm preferred meeting locations and video options when you book your initial call.