Josh Greasley — Financial Advisor 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
- Inheritance Planning
- Retirement Planning
- Protection and Insurance
Qualifications
Josh holds the Level 4 Diploma in Regulated Financial Planning (DipPFS) from the Chartered Insurance Institute, and graduated from Royal Holloway, University of London with an Upper Second Class honours degree in Management with International Business.
Fees
John offers an initial consultation to understand each client's circumstances and objectives. He will then explain his fees clearly and transparently before any work begins, so clients always understand the cost of advice in advance. Fees may apply on an initial and ongoing basis depending on the services provided.
Regulation
Josh Greasley is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Josh Greasley a regulated financial advisor?
Yes. Josh Greasley is FCA-verified and authorised under Mattioli Woods, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Josh Greasley offer?
Josh Greasley offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages, Insurance.
Where is Josh Greasley based?
Josh Greasley is a financial advisor based in Midlands, serving the CB, CM, CO, IP, NR, PE, B, CV postal areas.
How does Josh Greasley charge for financial advice?
John offers an initial consultation to understand each client's circumstances and objectives. He will then explain his fees clearly and transparently before any work begins, so clients always understand the cost of advice in advance. Fees may apply on an initial and ongoing basis depending on the services provided.
What qualifications does Josh Greasley hold?
Josh holds the Level 4 Diploma in Regulated Financial Planning (DipPFS) from the Chartered Insurance Institute, and graduated from Royal Holloway, University of London with an Upper Second Class honours degree in Management with International Business.
How do I book a meeting with Josh Greasley?
You can book a free initial consultation with Josh Greasley directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.