Josie Turi is a Wealth Management Consultant at Mattioli Woods, where she guides individuals, families and business owners through every stage of their financial lives. Her approach is built on a simple belief: that financial planning is a long-term relationship, not a one-off transaction.
Growing up in Italy, Josie learned early what money really represents — not status, but security, choice and the ability to look after the people you love. She began working at fifteen to help support her family, an experience that gave her a lasting sense of responsibility and a determination to help others avoid financial uncertainty. After moving to the UK in 2015, she studied Accounting and Finance and found her way into financial advice, where her understanding of people and her financial expertise came together.
Josie is known for bringing a different energy to client meetings. Rather than arriving with jargon and formality, she creates a relaxed environment where real conversations can happen — because she believes professional and friendly can go hand in hand. She works hard to make complex concepts clear, breaking pensions, tax relief and investment structures into smaller pieces and adapting to how each person learns best.
She is particularly passionate about financial education and about supporting clients in vulnerable circumstances, helping them feel more confident, empowered and in control of their decisions. For Josie, the most rewarding part of the role is the ongoing journey — getting to know clients properly, watching their confidence grow, and becoming a trusted part of the family.
Outside of work, she finds inspiration in nature, animals, travel and the arts, and is a committed advocate for empowering women and younger generations through financial education.
Services
Retirement planning
IHT planning
Sharia-compliant advice
Mortgages
Insurance
Specialisations
Retirement Planning
Inheritance Planning
Qualifications
Josie holds an undergraduate degree in Accounting and Finance (BA (Hons), First Class) from London South Bank University, alongside a Diploma in Regulated Financial Planning (DipPFS) from the Chartered Insurance Institute. She is also part-qualified in the ACCA.
Fees
Josie offers an initial consultation to understand each client's circumstances and objectives. Following this, she will explain her 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
Josie Turi is FCA-verified (firm: Mattioli Woods).
Client Reviews
Neill Nixon — 5 out of 5
Josie made the annual review of my Mattioli Woods investment an enjoyable meeting. She had prepared well, answered all my questions and made everything easy to understand. She had some good suggestions for the future too. Josie is bright, positive and knowledgable and continues to give me confidence that she has my best interests at heart. Thank you & best wishes Josie.
Roberto — 5 out of 5
Today, I met with consultant Josie Turi at Mattioli Woods to discuss my current and future financial situation, and I wish to sincerely share how impressed I was by the entire experience. I am 57 and at a stage where I need to review and better understand my financial situation, so I appreciated having someone who combined clear guidance with genuine attentiveness. I wasn't expecting such a thoughtful blend of warmth, clarity, and professionalism. I believe there is a very fine line between conveying friendliness and maintaining professionalism, and Josie balances both with remarkable ease. She spent a considerable amount of time with me, listening and exploring my questions and situation with patience, genuine interest, and a pragmatic approach. Her manners, attention, and ability to remain fully engaged were outstanding. I left the meeting with clarity. What stood out most was the sense of safety she conveyed. She inspired that feeling naturally, and I truly felt in safe hands. I believe she represents her company with great integrity, and I would confidently recommend her to anyone seeking financial guidance. Josie is a great asset to this company.
Mrs P — 5 out of 5
Mattioli Woods have helped me for some years now, and I have always found them to be very knowledgeable, helpful and approachable. Josie Turi is friendly, and understanding, has good knowledge, providing very helpful advice.
Frequently Asked Questions
Is Josie Turi a regulated financial advisor?
Yes. Josie Turi 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.
Josie Turi is a financial advisor based in London, serving the E, EC, N, NW, SE, SW, W, WC postal areas.
How does Josie Turi charge for financial advice?
Josie offers an initial consultation to understand each client's circumstances and objectives. Following this, she will explain her 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 Josie Turi hold?
Josie holds an undergraduate degree in Accounting and Finance (BA (Hons), First Class) from London South Bank University, alongside a Diploma in Regulated Financial Planning (DipPFS) from the Chartered Insurance Institute. She is also part-qualified in the ACCA.
What do clients say about Josie Turi?
Josie Turi has 3 verified client reviews on Trusted Advisor with an average rating of 5.0 out of 5.
How do I book a meeting with Josie Turi?
You can book a free initial consultation with Josie Turi directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.