Josh Cohen
DipPFS
I’m Josh, founder of J & Co Wealth Management. My passion is helping my clients navigate their financial journey with clarity and confidence, whether it’s planning for retirement, investment planning, or reaching personal goals. My main aim is to give peace of mind to everyone I work with. When I'm not working, you'll find me enjoying a round of golf or a meal out!
About
I founded J & Co Wealth Management with a simple mission: to empower clients to make informed financial decisions that align with their values and aspirations. Over the years, I’ve seen how personalised financial strategies can transform lives, and it’s this belief that drives me to continually provide thoughtful, proactive advice. Whether you’re planning for retirement, investment planning, or seeking to protect your assets, I am dedicated to guiding you toward a secure financial future.
Looking forward, I aim to continue growing my expertise and expanding the ways I can help clients, using innovative tools and strategies to stay ahead of the curve. My goal is to build lasting relationships based on trust and integrity, providing peace of mind and financial confidence every step of the way.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
