Joshua joined our expanding Accountant Partner team in 2023. He has a strong background in financial services with 7 years’ experience working with a market-leading investment platform provider. He understands the issues and requirements of professional service firms, having worked with both IFAs and accountants to enable them to deliver exceptional service to their clients.
His commitment to strong client relationships coupled with specialist knowledge of financial services are key to what he offers our Accountant Partners today.
Level 3 Certificate in Investment Operations – The Chartered Institute for Securities & Investment (The CISI)
“The team at Source Advisors all share the same philosophy when it comes to offering unparalleled service to our Accountant Partners. Increasingly accountants are looking for specialist advice and support, and I’m here to champion the work they do in R&D, IP, and patents. And ensure they deliver results for their clients”.
