Josh Gardner

Background

About Josh Gardner

Money is simply the tool to help you live the life you want. From my home in Nidderdale, I help clients across Yorkshire, the Dales, and surrounding areas attain and maintain their desired lifestyle. I aim to deliver financial peace of mind for clients at every stage of life, particularly those in the retirement phase. The road to financial freedom starts with a great plan, personalised to you and your family. If you're after someone to simply sell you a product, I'm not the adviser for you. I'm all about understanding what 'perfect' looks like for you and your family, and then working together on a financial roadmap to make that a reality. I deliver both remote and face-to-face holistic advice. From spouses to business owners, I aim to support my clients through life's financial journey. Although I work with families at all stages of life, the majority of my clients tend to be either approaching, or in, retirement and are looking for a comprehensive financial blueprint for their future. Whilst I deal with clients from all backgrounds, I work particularly well with those in the rural and agricultural community. I also deal with many clients in the consultancy and senior business professional change space, operating both inside and outside of IR35. It’s important to remember that money is just a tool to help you live the life you want. The life part is the important bit, and that’s what we focus on.