Josh W.

Josh W. Email and Phone Number

Providing expert financial advice to help you maximise wealth, minimise tax and protect against financial risk. @ PD Private Client Limited
sandwell, sandwell, united kingdom
Josh W.'s Location
Birmingham, England, United Kingdom, United Kingdom
Josh W.'s Contact Details
About Josh W.

Josh W. is a Providing expert financial advice to help you maximise wealth, minimise tax and protect against financial risk. at PD Private Client Limited. He possess expertise in entrepreneurship, strategic planning, business strategy, marketing strategy, operations management and 16 more skills. He is proficient in Spanish.

Josh W.'s Current Company Details
PD Private Client Limited

Pd Private Client Limited

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Providing expert financial advice to help you maximise wealth, minimise tax and protect against financial risk.
sandwell, sandwell, united kingdom
Website:
pdprivateclient.co.uk
Employees:
2
Josh W. Work Experience Details
  • Pd Private Client Limited
    Adviser At Pd Private Client Limited, Senior Partner Practice Of St. James'S Place Wealth Management
    Pd Private Client Limited Apr 2018 - Present
    West Midlands
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  • St. James’S Place Wealth Management
    Associate Partner
    St. James’S Place Wealth Management Oct 2017 - Apr 2018
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  • Future Perfect Financial Solutions
    Financial Adviser
    Future Perfect Financial Solutions Aug 2016 - Aug 2017
    Coventry, West Midlands, United Kingdom
    Overcoming financial challenges through offering advice to clients from a variety of backgrounds, specifically with regards to protecting their diverse, personal situations.
    View
  • Mg Motor Uk Ltd
    Aftersales Controller
    Mg Motor Uk Ltd Feb 2013 - Jun 2016
    Longbridge, England
    Core Responsibilities: * To provide a high quality Aftersales service to both internal and external customers.* Responsible for the management of MG's ECOS fleet.* Maintenance and management of parts, warranty and servicing systems, IT and otherwise.* Lead role in constructing, overseeing and maintaining the new rental facet of our on site Sales Centre. * Maintaining our fleet demo schedule. * Solely responsible for any PDI, service and warranty work that is required by… Show more Core Responsibilities: * To provide a high quality Aftersales service to both internal and external customers.* Responsible for the management of MG's ECOS fleet.* Maintenance and management of parts, warranty and servicing systems, IT and otherwise.* Lead role in constructing, overseeing and maintaining the new rental facet of our on site Sales Centre. * Maintaining our fleet demo schedule. * Solely responsible for any PDI, service and warranty work that is required by customers.* A substantial amount of financial management for our on-site dealership. Requirements include:* Good communication/customer skills.* Computer literacy. * High-level crisis management ability.* Sound technical knowledge/expertise. * Professional attitude towards any B2B communication I may be involved in. Show less
    View
  • Mg Motor Uk Ltd
    Graduate Business Trainee
    Mg Motor Uk Ltd Nov 2012 - Feb 2013
    Mg Motor Uk Hq, Longbridge
    Pioneering the Graduate Scheme at MG Motor UK, there has been a lot to learn in a short space of time. I dealt with all aspects of the business, from developing servicing systems, to acquiring new transport tenders.
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  • Arteagafay
    Executive Assistant Accountant
    Arteagafay Oct 2008 - Dec 2008
    Marbella, Spain
    * Liaising with clients in order to develop my Spanish speaking skills. * Acquired accounting and finance experience.* Mostly administrative roles enveloping legal, real estate, and tax returns.* Translation for British expatriates.

Josh W. Skills

Entrepreneurship Strategic Planning Business Strategy Marketing Strategy Operations Management Spanish Speaking Social Media Marketing Teamwork Microsoft Excel Research Management Customer Service Microsoft Office Negotiation Time Management Marketing Automotive Team Leadership Business Planning Customer Satisfaction Social Media

Josh W. Education Details

  • The Chartered Insurance Institute
    The Chartered Insurance Institute
    Diploma In Regulated Financial Planning, Financial Planning And Services
  • University Of Kent
    University Of Kent
    2.1
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  • Denstone College
    Denstone College
    Biology, Business, Spanish

Frequently Asked Questions about Josh W.

What company does Josh W. work for?

Josh W. works for Pd Private Client Limited

What is Josh W.'s role at the current company?

Josh W.'s current role is Providing expert financial advice to help you maximise wealth, minimise tax and protect against financial risk..

What is Josh W.'s email address?

Josh W.'s email address is wo****@****l.co.uk

What is Josh W.'s direct phone number?

Josh W.'s direct phone number is +4477390*****

What schools did Josh W. attend?

Josh W. attended The Chartered Insurance Institute, University Of Kent, Denstone College.

What skills is Josh W. known for?

Josh W. has skills like Entrepreneurship, Strategic Planning, Business Strategy, Marketing Strategy, Operations Management, Spanish Speaking, Social Media Marketing, Teamwork, Microsoft Excel, Research, Management, Customer Service.

Who are Josh W.'s colleagues?

Josh W.'s colleagues are Paul Davies, Keith Homer.

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