Josh Harding-Wyatt

FPFS Cert CII (mp & er)

your local chartered financial planner

Welcome to my website, your trusted source for expert financial advice! My name is Josh Harding-Wyatt, and I am a Chartered and Fellow Personal Finance Society (PFS) professional dedicated to helping individuals and families achieve their financial goals.

With over 16 years of experience in the financial industry, I have built a reputation for delivering comprehensive and tailored financial solutions to my clients. As a Chartered Financial Planner, I have attained the highest level of professionalism and expertise in the field. This designation demonstrates my commitment to upholding the highest ethical standards and staying current with the latest industry trends and regulations.

My Fellow PFS status further emphasises my dedication to providing exceptional financial guidance. This prestigious recognition signifies my continued commitment to excellence, ongoing professional development, and adherence to the highest standards of practice.

Beyond my professional achievements, I am also a devoted family person. I am blessed with a loving wife, Emma, who has been my pillar of support throughout my journey. Together, we have created a nurturing and caring environment for our two wonderful children, Freddie and Hattie.

I firmly believe that a strong foundation of financial literacy and planning is essential for securing a prosperous future for our loved ones.  I aim to empower individuals and families like yours with the knowledge and strategies necessary to make informed financial decisions and build a brighter tomorrow.

Whether you’re seeking advice on retirement planning, investment strategies, tax optimization, or any other financial matter, I am here to guide you every step of the way. By leveraging my expertise and experience, I will help you navigate the complexities of the financial landscape and develop a personalized roadmap to achieve your unique financial objectives.

I am thrilled to be on this journey with you and look forward to assisting you in reaching financial success and fulfillment. Feel free to explore the wealth of resources on our website and reach out to me with any questions or inquiries. Together, we can build a solid financial future for you and your loved ones.

jhw@financialadviserwiltshire.co.uk
07507746699

My clients can expect a detailed and committed service from us. We take our duty of care very seriously and have a ‘quality over quantity’ mantra. Before taking on any client, we have a first meeting with no obligation, to see if we’re a good fit. Confidentiality is respected and honoured at all times. Check out our video (approved by The Openwork Partnership on 5th June 2023) which explains the process in more detail.

• No obligation first meeting.
• Open, collaborative discussions and detailed fact-find.
• Advice and implementation of plan.