Joshua Robertson ACSI

Financial Adviser

Joshua has built a strong reputation within his professional network. Working alongside other professional advisers allows him to provide quality advice and build long lasting relationships with his clients.

Joshua has a specialist knowledge when working with directors, contractors and company owners, providing tailored solutions for the individual and ensuring their company is taking advantage of the opportunities available to them.

Some of the key areas of advice include:

Tax efficient structuring and profit extraction
Protecting you and your business
Investment planning
Retirement planning and business exit strategies*
Moving from permanent to contract employment and visa versa

*Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James’s Place.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.