Josh Polson – Trainee Paraplanner

Working life

A valued member of the paraplanning team, joined us is 2025.

Josh is part of the paraplanning team. Mentored by his colleagues and with a genuine interest in helping others to improve their lives through strategic planning. Josh has a keen eye for strategy and strives to provide accuracy and a high level of service for our clients.

Josh is currently studying Pensions and Retirement Planning RO4 and aims to continue his development to achieve full paraplanner status which we are delighted to support. He is driven to become a financial planner in the future.

Home life

What is an ability you wish you had? If I could choose any ability I’d pick time travel. Not just to see the future or the past but for the perspective it would give me. It would be amazing to witness different eras.

What’s currently on top of your bucket list? Top of my list is to visit all seven continents. I love the idea of experiencing different cultures, landscapes and ways of life first hand.

What’s the one talent people would be surprised to know about you? I’m really into home cooking. In fact, my beef wellington is a family favourite.

Your karaoke song of choice? The Commitments – Mustang Sally.

Brown or red sauce? I don’t have a preference actually, each has their own advantages!

Go to comfort food? I’m a huge fan of Mexican food.

Best box set TV binge and why? The Office (US). It’s an emotional rollercoaster full of dry humour, awkwardness and heart-warming moments.