Pioneer Wealth Management
Joshua Pomerance BSc DipPFS is an experienced financial professional currently serving as a Wealth Manager at Pioneer Wealth Management since May 2023, and has been an Independent Financial Advisor at Vintage Wealth Management Limited since January 2017. Prior experience includes a role as a Trainee Financial Planner at Elad D. D. Holdings LTD in early 2017, where responsibilities included managing client investments and relations. Between January 2015 and January 2017, Joshua held the position of Executive Director at Mizrachi UK, leading a strategic revitalization plan for the organization. Earlier career experiences also encompass roles as a Teacher at Yavneh College Academy and Svivot Co-ordinator with Bnei Akiva, where tasks involved educational management and community facilitation. Joshua holds an Open Degree in Business and Design from The Open University, alongside certifications in financial planning and services from various institutions.
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Pioneer Wealth Management
Since 1986, Pioneer Wealth Management - an independent and private company - has been providing expert financial services, such as Holistic Financial Planning, Portfolio & Wealth Management and Family Office services, to high-net worth businessmen and ultra high-net worth families in Israel and around the world. When you partner with Pioneer you access multiple layers of expertise you can rely on, to provide you with a highly customized service. The essence lies in our conflict-free, fee-based model – we only get paid by our clients, so we always have your best interests in mind. WHAT MAKES US DIFFERENT? ✔ We are independent & objective – our sole focus is our clients’ needs. ✔ Pioneer does not have any proprietary funds or products. ✔ Our clients always retain control of their assets. ✔ We honor absolute client confidentiality. ✔ Our long-term relationships with financial institutions worldwide and negotiation power mean lower fees to our clients. You are welcome to contact us and weI'll be happy to assist you with any question you may have. Visit Our Website: http://www.piowealth.com/ Call: ☎ +972-9-9611-300 Email: ✉ info@piowealth.com