Josh Williams

Experience

• 

  SJ Consultants

  Nov 2011 - Dec 2015

  Establishing clients needs, mortgage advice and life assurance planning. Dedicated to providing a professional and tailored service to build lasting relationships with clients and helping them achieve their property and financial goals.

  • Mortgage & Financial Adviser

    Dec 2012 - Dec 2015

  • Mortgage and Financial Trainee Adviser

    Nov 2011 - Dec 2012
• 

  International Financial Advisory Firm

  Feb 2016 - Jul 2020

  I provided advice to ex-pats living overseas in regard to their pensions and investments including transfers and tax-efficient portfolios.

  • Wealth Consultant

    Feb 2018 - Jul 2020

  • Financial Coordinator

    Feb 2016 - Feb 2018
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  PCC Wealth Management

  Jul 2020 - Oct 2023

  Wealth Manager

  Self employed Wealth Manager for expats based across the EU

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  Ambient Wealth Management

  Nov 2023 - now

  Founder & Adviser

  Ambient Wealth Management provide quality, trusted and regulated financial advice to international expats. Guiding clients toward profitable and secure financial decision making.Ambient Wealth advise on a comprehensive range of services, including:- UK defined benefit & defined contribution schemes- SIPPs- QROPS- QNUPS- Annuities- Trust & estate planning- Locally compliant & tax efficent investmentsWebsite:www.ambient-wm.comEmail Address:josh.williams@ambient-wm.comContact Number:+34 658 077 450Reviews:See our Trustpilot reviews here: www.trustpilot.com/review/ambient-wm.com Show less