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Joshua Cook

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My profile

“Creating a bespoke financial plan for you and your family to help you achieve your goals.”

I have a passion for helping people achieve financial freedom and can bring a wealth of expertise in financial planning to the table. As a seasoned professional, I am committed to crafting bespoke financial solutions tailored to my clients’ unique aspirations and circumstances.

I help clients with a range of financial advice but specialise in:

Areas of business:

How I work

Building lasting relationships forms the foundation of my practice. I aim to understand my clients’ perspective on wealth and assist them in crafting a comprehensive plan to achieve their primary financial goals in the most effective manner possible.

How I help my clients

My primary objective is twofold: to assist my clients in both building and safeguarding their wealth. I help make sure they leverage all available resources and work collaboratively to develop a financial plan which is right for them.

The value I add to my clients

Central to my practice is alleviating the pressures of financial management from my clients’ shoulders. By entrusting me with their financial affairs, my clients can enjoy peace of mind and rest easy knowing their financial wellbeing is expertly managed.

Qualifications

  • Level 4 CISI Investment Advice Diploma
  • BSc Mathematics from UCL

Biography

My journey into financial advising was fuelled by a personal fascination with finance, and a desire to make a meaningful difference in people’s lives. Outside of work, I am an avid sports enthusiast, often found on the tennis court, football field, or carving through the slopes of the Alps.

The value of your investment can go down as well as up and you may not get back the full amount invested.

The Financial Conduct Authority does not regulate taxation and trust advice.

A pension is a long term investment. The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available. Pension income could also be affected by interest rates at the time benefits are taken.

Foster Denovo Limited is authorised and regulated by the Financial Conduct Authority. FCA Reg No. 462728. You can check this by visiting the Financial Services Register on the Financial Conduct Authority’s website: http://www.fca.org.uk/.