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Joshua Bradshaw

Operations Manager

Kolbe A™ Index number is 8823.

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Perfect Saturday Afternoon:

Coffee, shopping or reading a book – wherever the wind takes me really.

Joshua Bradshaw

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

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.

Fellow of The London Institute of Banking & Finance
STEP Financial Advisor Team of the year
Citywire top 100 logo

Accreditations

Financial Vulnerability Charter Logo
Consumer Duty Alliance logo
RQ rating logo
cyber essentials logo

Matrix Capital Limited
Little Hudwick
Monkhopton
Shropshire
WV16 6TG

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


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Please be aware that by clicking onto the external links you are leaving the Matrix Capital website. Please note that Matrix Capital is not responsible for the accuracy of the information contained within the linked site(s) accessible from this page.

Regulatory statement

 

Matrix Capital Limited, Little Hudwick, Monkhopton, Shropshire, WV16 6TG is authorised and regulated by the Financial Conduct Authority (FCA). The FCA does not regulate cashflow modelling, taxation, estate planning and trust advice. Matrix Capital Limited uses reasonable care to make sure that the information and material appearing on this website is accurate and up-to-date. The information and material on all of the pages of this website is provided as a general description of Matrix Capital Ltd and the services it offers. The information and material contained herein is not intended to and neither does it create any business, contractual or employment relationship and neither is it supplied for any other purpose not explicitly stated. Matrix Capital Ltd is registered in England and Wales (Company No 5278782). Registered address is as above.The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. We are entered on the FCA Register No 430282 at www.fca.gov.uk/register/home.do

 

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

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