Joshua Spence — Independent Financial Advisor
About Joshua Spence
Joshua Spence is a Financial Adviser who helps clients build and maintain clear, tax-efficient financial strategies designed to support their long-term goals. With experience in financial services since 2013, and continuously since 2017, Joshua works with individuals and families—typically with investable assets between £250,000 and £500,000—helping them make confident decisions around investments, retirement planning and overall wealth management. His day-to-day work is a balance of client meetings, reviewing financial plans and staying up to date with market developments. He begins each day by scanning relevant market updates and handling client communications, before focusing on review meetings, refining strategies and ensuring clients remain on track. He also shares insights and educational content, helping clients and a wider audience better understand financial planning. Joshua is particularly passionate about simplifying complex financial matters. He takes pride in helping clients understand their options clearly, reducing uncertainty and building confidence in their financial future. Beyond the technical side, he values the relationships he builds, working closely with clients over time and supporting them through important life decisions. Outside of work, Joshua enjoys staying active and is a keen sports enthusiast, regularly playing and following football and tennis.
Services
- Retirement planning
- Insurance
Regulation
Joshua Spence is FCA-verified.
Frequently Asked Questions
Is Joshua Spence a regulated financial advisor?
Yes. Joshua Spence 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 Joshua Spence offer?
Joshua Spence offers Retirement planning, Insurance.
Does Joshua Spence offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Joshua Spence directly through their Trusted Advisor profile.
How do I book a meeting with Joshua Spence?
You can book a free initial consultation with Joshua Spence directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.