Switch location / audience type

This content is not available based on your location and audience type.

You currently have access to view the Uk website for Independent Financial Advisers (IFAs).

If this does not apply to you, go back to our homepage.

Select a location
Select an audience type

Let us know who you are so we can optimise your experience.

Please select your audience type

This includes trust companies, fiduciaries, insurance companies, Wealth Advisers and other professionals.

Important information

You are about to enter our website for professionals. If you would like to return to our main website, go back to our homepage.

Please read the terms and conditions before proceeding.

Please note these are subject to change at any time.

The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.

The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.

I confirm that I am one of the categories of professional mentioned above, and that where applicable I am authorised and regulated by the Financial Conduct Authority or equivalent regulated body given my jurisdiction, location, and profession. I have read and understood the legal information and risk warnings.

By clicking the "Accept" button, you agree to abide by the terms and conditions listed below.

Skip to main content

Josh Llewellyn

Photo of Josh Llewellyn

Investment Manager

I joined the company as part of the acquisition of Punter Southall Wealth in 2022. I manage investment portfolios for private clients, pension schemes and trustees, tailoring my approach to the specific needs of each client. I also enjoy working with solicitors and accountants to help expand the services that they can offer their clients. I am able to provide my clients a first-rate, personal service with the support and resources of a best-in-class financial institution. I have completed my Level 6 Private Client Advice and Investment Management qualification and am a Chartered Fellow of the CISI.

A bit about me:

I’ve always been a keen sportsman and enjoy watching rugby and playing golf at the weekends.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

Having a Can-do attitude means being dynamic and flexible enough to handle a variety of client requirements to achieve a positive outcome.


View Josh Llewellyn's profile on LinkedIn

Need more help?

Whatever your needs, we can help by putting you in contact with the best expert to suit you.

Let us contact you

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.