Josh Richardson
Chartered Financial Planner, Managing Director
I started my career at Informed Financial Planning in 2015 straight after graduating from University. I love helping individuals plan their finances because it can be such a daunting experience. We make a real difference to people’s lives by helping them achieve their preferred retirement date, leave a legacy for their family and plan around IHT liabilities.
Specialisms
- Trusts
- Inheritance tax planning
- Retirement planning
What's the Best Thing About Working at IFP?
I love that our team stands out by instilling trust and confidence in the clients we work with, in an industry that has had a dubious reputation from historic scandals. Clients can rely on us to be there when this change or concern them and we are always friendly and approachable.
Now for the personal part…tell us about you
In my spare time I enjoy taking time out with my wife, usually involving eating, drinking and walking the dog out in the country. The dog walking is meant to burn off calories, but as this normally takes place walking close to several pubs, this rarely achieves its purpose!
What's your favourite memory?
My favourite memory is from my honeymoon when I sent my new wife down the tallest waterslide in a waterpark (before me, of course). When I met her at the bottom, her face suggested I was in for one of the fastest divorces ever! I am glad to say we patched things up over the rest of the holiday and are in fact still married.
