Joshua Martin (DipFA) has worked for Drewberry since 2015 and is a core member of our Wealth team and is able to provide advice on a wide range of pension and insurance products.
Josh is dedicated to providing the best possible service for his clients. He prides himself on the wealth of knowledge he has built up that enables him to provide the best possible advice for his clients, whether they are employed, self-employed or a company director looking for a tax efficient way of protecting their income or planning for their retirement.
With a passion for excellence, he fits in with the company philosophy, always going the extra mile and making sure he maintains an ongoing relationship with his clients.
Educating his clients is one of the key aspects of a really good advisory process. It is not always easy to understand the range of insurance and wealth products available and Josh is passionate about filling in those knowledge gaps to ensure you can make an informed decision when protecting your lifestyle.
Often clients interested in income protection insurance want their insurance to pay out instantly should they be unable to work. I would recommend we discuss longer deferral periods that could align with sick pay entitlement or savings, as this can help reduce the cost of your premiums significantly.
Joshua has worked and lived in both Spain and the UK. Whilst living abroad, Josh developed his communication skills in both English and Spanish.
With a background in sales and customer service, he joined Drewberry from an international telemarketing firm, where he was account manager whilst also studying for a degree at the University of Brighton.
After completing university, he decided to pursue a career in the financial sector. In 2017, Josh gained his P63 certificate, providing him with further qualifications in the area of Health and Protection Insurance.
With an eye for detail and persistent drive for excellent customer satisfaction, Josh ensures his clients are dealt with utmost professionalism and prides himself in delivering a tailored solution for each of his clients.
Outside of work Josh loves to keep fit by playing football, practising yoga or going to the gym. He believes that it is important to be both physically and mentally fit. He has a passion for travel and culture, with an avid interest in the Caribbean and America.
Josh also likes to keep on top of current affairs and developments in the financial sector to ensure he is a source of all knowledge for his clients.