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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


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