Joshua Nelson Fpfs

Associate Financial Planner at Evelyn Partners

Joshua Nelson FPFS has a diverse background in sales and financial planning. Joshua has experience working as a Sales Consultant in various companies, focusing on selling franchises, business to consumer sales of various products, and providing financial advice to clients. Joshua also has experience working as an Associate Financial Planner and in various roles within the technical team of financial planning firms. In addition, Joshua has experience in relationship management and operational support for commercial clients at Lloyds Bank.

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Timeline

  • Associate Financial Planner

    October, 2023 - present

  • Chartered Paraplanner

    June, 2022