We believe that our team members are what sets us apart from other businesses. Join us as we sit down with Josh, to talk about his day-to-day life at Foresight, and what he gets up to when he’s not in the office.
Tell us a bit about yourself
Throughout my time in education, I was interested in two career routes; Medicine and finance. After spending a week at Nottingham University on the Med-Student programme, I decided that life as a doctor was not my future…much to the joy of my parents; who were relieved my epiphany was met before 7-years of university fees.
The ‘bright lights’ of London didn’t have the same pull on me as it did for some of my peers, so I decided to take a job within a financial services compliance company. This turned out to be a great first step in the working world as I was exposed to many different aspects of finance. I was then offered the opportunity to work for Foresight and have never looked back.
What does your job involve?
My aim is to provide holistic financial solutions that go beyond mere numbers. I am here to use my expertise to enable clients to navigate the complexities of financial planning and help them towards their life goals by making things simple and understandable.
To do this, I need a deep knowledge of their unique circumstances, understanding their aspirations, and challenges, which really appeals to my analytical nature. Only then can we do the meticulous analysis to develop a strategic plan that addresses both immediate needs and paves the way for long-term financial success.
From an early point I was determined to get the best qualifications and achieved my Chartered Financial Planner status last year and am currently one of the youngest Fellows of the Chartered Insurance Institute, which I am especially proud of.
So, in a way, I have become a Doctor – but a Financial Doctor rather than a Medical one.
What is your favourite part of your job?
I love the responsibility of being someone’s trusted adviser, and the opportunity to contribute to their financial success by giving them peace of mind.
What does a typical day look like for you?
I aim to get some exercise first thing in the morning. As I live near the office, in the summer I like cycling from my home in Bowdon into the countryside. In the winter I try and drag myself to the gym. After a brief walk to work, I check in with my team and run through the final preparations ahead of my meetings for the day.
One of the aspects that I enjoy most is the variety of work each day. I am lucky to work with some very interesting clients, all with unique financial histories and objectives, so no two meetings are the same.
In your eyes, what makes Foresight a good company to work for?
Since joining Foresight in my early twenties, I have been encouraged to continually refine and expand my skill set. The financial world is forever evolving, so staying current with the latest market trends and financial legislation is essential.
Foresight have always maintained a culture that prioritises the needs of our clients above all else, which leads to a positive work environment and a collaborative and supportive culture. This has enabled us to build a strong team with a commitment to deliver quality service and a great reputation.
What do you get up to outside of work?
My girlfriend, Sarah, and I are in the midst of renovating out home, which is taking a significant amount of time. However, I find any excuse to get onto the golf course to improve my golfing skills. I also follow Rugby Union and attempt to go to as many Sale Sharks games as possible. If all else fails, you can always find me rooting around the Stamford Pub for a good Sunday Lunch, eagerly awaiting the evening pub Quiz.