Josh Richardson
Chartered Financial Planner, Managing Director
Josh has been providing financial advice since 2016. Achieving Chartered status in 2018, he specialises in Retirement and Estate Planning and is passionate about the education of financial services. What Josh enjoys most is building genuine, long-term relationships with clients, taking the time to really understand what matters to them, and giving them confidence that their financial future is in safe hands.
Areas of Expertise
- Trusts
- Inheritance Tax Planning
- Retirement Planning
Qualifications
- MLaw (Hons)
- Fellow of the Personal Finance Society
- Chartered Financial Planner
- SOLLA
What do you find most rewarding about financial planning?
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 Inheritance Tax liabilities.
What do you enjoy most 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.
Tell us a little about you outside of work
My spare time is fairly chaotic with two young sons and two dogs! When we’re not tidying up kids’/dog toys, you’ll likely find my wife and I enjoying a walk, a drink or some food (or maybe all three).
Something you might not know about me...
2026 has been the year I have taken up triathlons. Not sure where its taking me yet, watch this space!
