Annabel Gouriet
Client Services Director
Technical Planner
Josh is a qualified financial adviser with a degree in physics. He previously worked as a global custodian before going on to complete his financial planning apprenticeship at Brewin Dolphin, gaining his level 4 qualifications.
With nearly 10 years of financial service experience, he has developed a deep understanding of servicing ultra-high-net-worth clients with sophisticated requirements.
Client Services Director
Commercial Manager
Director of Implementation & Delivery
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