Josh Lewis

Josh joined Saltus in January 2021 with a background in money broking. He has since attained the Advanced Diploma in Financial Planning awarding him chartered status. Josh is currently working towards becoming a Chartered Fellow of the PFS, the highest possible level of qualification. Josh has a 1st class BA Hons degree in Business & Management from the University of Exeter which also afforded him the opportunity to study in Canada as part of his degree.

Josh’s approach to advising is to take the time to learn about his clients’ individual circumstances, goals and aspirations. Josh has a particular interest in helping people fully understand their finances, and enjoys delivering personalised, robust and flexible plans without unnecessary complexity or industry jargon.

Outside of work, he likes to spend his free time outdoors, often found walking with Effy (his cockapoo), going cold water swimming or heading off on trips in his campervan. He also enjoys travel, rugby and food.