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Josh Farmer
Josh Farmer
About
Josh is a Financial Adviser at The Private Office located in Bath but also covering areas such as Bristol, Exeter and Worcester. As a certified financial adviser, he offers insights to support his clients and help them to understand how their decisions will have an impact on their finances. He believes that it’s important that financial advice has a positive impact, not only on your wealth, but also on your wellbeing and aspirations for the future.
Josh’s experience includes cash flow modelling, protection planning and intergenerational wealth planning. He works alongside his clients to keep track of their progress and ensure that their long-term life goals are being met.
As a result of the valuable support he offers his clients, Josh has been a VouchedFor top rated adviser for the past few consecutive years. He has also contributed to an article in iNews, where he explained the rules around gifting to grandchildren and the different options available.
Josh holds a diploma in financial planning and keeps up to date with financial planning legislation as part of his ongoing professional development.
When he is not supporting clients with financial advice, Josh can be found volunteering at a local youth group, aiming to improve the lives of young people through sport, education and unique experiences. When he can find the time, he is also a keen cyclist and sailor.
Areas Of Expertise
- Cash flow modelling
- Protection planning
- Intergenerational wealth planning
Qualifications
- Diploma in Regulated Financial Planning
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Josh works from our office in Bath and has clients in areas such as:
Josh Farmer locations
Josh Farmer map
- Bristol
- Stroud
- Southampton
- Exeter
- Yeovil
- Trowbridge
- Taunton
- Bracknell
- Winchester
- Stonehouse
- Shrivenham
- Pembroke
At a glance
- Published contributor to iNews
- Working in financial advice since 2019
- Vouched for Top Rated Adviser 2023 and 2024
As featured in
My experience was 100% positive. Josh immediately understood our quite complex situation and immediately went into problem solving mode. He combines excellent technical knowledge with a friendly and engaging manner.
January 2024
I recently had the pleasure of working with Josh and I am very satisfied with the experience. From the get-go, Josh proved to be highly informative, patiently answering all my questions and providing valuable insights. His expertise and willingness to help made the entire process smooth and stress-free. I appreciate the personalized advice he offered, tailored to my unique financial situation.
January 2024
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Josh's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
The Private Office is a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.
We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.