Tel: 01746 712 900 | info@matrixcapital.co.uk 

About Us
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Joshua Bradshaw

Financial Administrator

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Kolbe A™ Index Number is 8823.

Personal Motto: “ Simplicity is everything in a loud and crowded world .”

Joshua's Perfect Saturday Afternoon: “ Coffee, shopping or reading a book – wherever the wind takes me really.”

Josh started his professional career in Customer Services after leaving secondary school in 2013 working for a discounted supermarket chain where he developed his organisational and customer service skills. In 2017 he then started his career in financial services working in a franchise of a major life insurance company holding a variety of roles and completing the LP2 qualification to further his knowledge of financial service products.

When the opportunity arose in 2023 for Josh to find a new role, he applied for and joined as a Financial Administrator with Matrix Capital to support the practice with its administration whilst beginning his studies with the CII to reach Level 4.

Josh brings extensive case management experience with a view to achieving positive client outcomes through a unique mix of knowing of what is possible to achieve within defined parameters and exploring outside of those parameters to reach the desired outcome in a compliant manner.

 

 

Award winning independent financial advice you can trust.

 

FVC logo 3     Pension Transfer Gold Standard logo 2021    cda2

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RQ Certified

RQ have developed a tech enabled due dilligence rating system that objectively assesses the quality and credibility of Financial planning firms. 

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Matrix Capital Ltd
Little Hudwick
Monkhopton
Shropshire
WV16 6TG

Tel: 01746 712 900
Fax: 01746 712 901
Email: info@matrixcapital.co.uk


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