Meet the rockwealth Lake District team

Josh is a recent Economics graduate from the University of Leeds, who continues to study alongside his professional work to further develop his knowledge of the financial planning sector.

Josh is grateful for the opportunity to learn from and work alongside such knowledgeable and respected colleagues, and looks forward to building on this as his career progresses.

Central to Josh's approach is a commitment to client relationships, ensuring every interaction is friendly, straightforward, and well-managed, with a focus on making the experience as smooth as possible from start to finish.

Outside of work, Josh has recently made Cheltenham his home and is enjoying exploring everything the town has to offer. He is also a keen hockey player and brings that same team-oriented enthusiasm to the workplace.

Kirsty is an experienced and highly qualified Paraplanner, spending 15 years working in the financial services industry. She has a strong focus on delivering excellent client outcomes and improving operational efficiency. She is passionate about leveraging technology and smarter processes to help teams work more effectively and provide a seamless client experience. Outside of work, Kirsty enjoys spending time with her family, cooking and baking.