Josh Guile
BA (Hons),DipPFS,Cert CII (MP)
Financial Adviser with True Potential
With a solid background in financial services and over 15 years of experience, I’ve worked alongside clients to overcome challenges, spot opportunities, and achieve meaningful results. My journey began while working alongside my dad, where I first discovered a passion for the industry and the value of building genuine, long-term client relationships. That early experience inspired me to pursue a degree in Financial Services, laying the foundation for the career I’ve built ever since.
I’m a big believer in keeping things clear, straightforward, and value-driven—no jargon, just smart strategies and honest conversations.
When you work with me, you can expect a collaborative and open approach...
I’m here to listen, understand your goals, and help you move forward with confidence. I aim to make the journey efficient, insightful, and even a bit enjoyable along the way whilst helping you to achieve your goals.
My work is built on a few key values: integrity, curiosity, and trust. I believe strong relationships lead to the best outcomes, and I’m always focused on delivering results that matter—both for the short term and the long run.
Outside of the office, I’m happiest outdoors—whether it’s walking, fishing, or planning my next travel adventure. I’m also a lifelong Manchester United supporter and love catching matches at Old Trafford whenever I can.
If you’re looking for someone who’s approachable, experienced, and genuinely invested in helping you succeed, I’d love to have a chat.
- CII Level 4 Diploma in Regulated Financial Planning - CII - 04/11/2022
- CII Certificate in Mortgage Advice - CII - 24/03/2016
- Bachelor of arts with First Class Honors - Financial Services - The Manchester Metropolitan University - 20/06/2011
Investment & Savings
I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.
Retirement & Pensions
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
Mortgages & Borrowing
Whether you are a first-time buyer or have a property portfolio, with the vast array of products and lenders, I can provide the specialist advice you need.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
We are award winning
Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
We provide innovative investments
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.
We build revolutionary technology
Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.
