Joshua Bove
BA (Hons), DipPFS
With over a decade of experience in financial services along with a degree in International Business Management, Josh’s aim is to help his clients achieve their goals - be it financial security, intergenerational wealth transfer, or early retirement.
About
Josh joined CFS in 2015 having spent the previous 4 years working at one of The City’s leading derivatives trading firms straight out of university. Having graduated from St. James's Place’s Next Generation Academy, he quickly built his own client base and is working towards becoming chartered. Josh became a Director of CFS Wealth Planning Limited along with Marc & Roy in 2019.
His area of expertise involves providing guidance to both new and existing clients of all ages regarding their requirements for investment, retirement, savings, and protection planning, developing enduring and reliable relationships with them. His aim is to continually develop CFS Wealth Planning Limited, encouraging more clients to benefit from the extensive opportunities available to them.
Josh is married to Aimee and they have a daughter called Betsy.
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.
