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Ian Josh

Financial Planner & Director

Bromsgrove

07342 550702

Ian Josh

Ian is a seasoned financial services professional with extensive experience, dating back to his start at Prudential in 1995.

He later became a Director at a major Midlands based IFA firm, contributing to its growth ahead of its acquisition in 2018.

Over the years, Ian has built a long standing and loyal client base, known for his strategic insight, clear communication, and ability to simplify complex financial decisions. Ian has helped those clients achieve financial goals and dreams for themselves and their families, as well as the Corporate sector.

Outside of work, Ian enjoys F1, football and golf and the balance they bring to his busy professional life. He is married and a proud dad to four daughters, a role that keeps him grounded, motivated, and always on his toes.

Oculus Wealth Management (Bromsgrove)

Oculus Wealth Management is a trading style of Oculus Wealth Management (Bromsgrove) Ltd which is an appointed representative of Oculus Wealth Management Ltd, 2 Grove Park Court, Harrogate, HG1 4DP, a company authorised and regulated by the Financial Conduct Authority. Registered in England - Company Number 16584257

Oculus Wealth Management

Registered Office: Broadlands Business Campus, Langhurstwood Road, Horsham, West Sussex, England, RH12 4QP
 
Registered in England - Company Number 8589641
 
Oculus Wealth Management Ltd is authorised and regulated by the Financial Conduct Authorit
y

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