Josh Mann

Josh Mann is an experienced independent financial adviser at Intelligent Financial Advisory Ltd, helping clients navigate their financial journeys with confidence and clarity. With four years in the industry and three years as an independent financial adviser, Josh has built a reputation for delivering tailored, strategic advice that helps individuals achieve their financial goals—whether that’s planning for retirement, growing investments, or managing pensions effectively.

Josh is known for his proactive and client-focused approach, ensuring that every financial plan is clear, achievable, and aligned with his clients' long-term aspirations. His ability to break down complex financial matters into straightforward advice has earned him glowing reviews from clients who appreciate his professionalism, knowledge, and friendly demeanor. Whether working with those unsure about retirement planning or helping investors optimise their portfolios, Josh ensures his clients feel confident in their financial decisions.

He was the fastest candidate to complete his financial advisory programme with Skills Edge, qualifying as a financial adviser within just eight months—demonstrating his dedication, sharp learning ability, and commitment to the profession.

Beyond his advisory work, Josh thrives on the social and dynamic nature of financial services. He enjoys engaging with different clients daily, working closely with providers, and attending networking events to stay ahead of industry developments. His passion for helping people succeed extends beyond finance—his perfect day includes seeing happy clients achieve their financial objectives, followed by a game of football in the evening.

For those seeking a personable, knowledgeable, and results-driven financial adviser, Josh offers expert guidance designed to help clients secure their financial futures with confidence.