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Please provide a brief comment about your experience with Dr Josh

I've met and discussed my financial affairs with Josh and found him to be extremely knowledgable and able to offer sound guidance and advice with a common sense approach to issues. I speak as someone who has used IFA's previously and never been confident that I was getting the unbiased advice I had hoped for.

Dr Josh's reply

Peter - many thanks for your positive comments. We strongly believe that first impressions count and we aim to be completely clear with clients regarding how we can help, our service and our charges. We believe that this provides a strong and trusting relationship that we can build on over the years to genuinely help our clients over the long term, whatever life throws at them. We look forward to helping you now and in the future.

The above logos refer to Dr Josh Lewis

WealthDoctor is a trading name of Wealth Doctor Financial Planning Ltd which is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.

The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.