Josh Plant-Hately

Administrator and Paraplanner

When Josh's at work

Josh holds a Law LLB (Hons) degree from Newcastle University. He plays a key role in supporting the team with processing transactions, writing annual review reports, and assisting financial planners with research and preparation of key documents.

What Josh gets up to in his spare time

Josh is a passionate Barnsley FC supporter and travel enthusiast who loves exploring new places and cultures. He enjoys solo adventures and winding down with friends over a few drinks in the sun on a Friday evening.

 

We put Josh on the spot

On an ideal weekend, you can find me:

At the football, watching us win for once.

My favourite holiday destination is:

Vietnam

My favourite song to play in the car is:

‘Lisztomania’ by Phoenix

The first album I bought was:

Minutes to Midnight by Linkin Park

If I could be any fictional character, I would be:

Gandalf

If I could turn any activity into an Olympic sport, I would win a medal in:

Useless General Knowledge

The three qualities that draw me to new people are:

Respect, intelligence, empathy

The best gift I’ve ever received is:

A John Stones England top

The three people at my dream dinner party would be:

David Attenborough, Obama, and Mick McCarthy

The three small things that make my day better are:

Getting a parking space, the dog getting excited that I’m home, and waking up feeling refreshed.

Three things I haven’t done so far include:

Been to every continent, watched Game of Thrones, and broken a bone.

You’re in good company

Working with clients and transforming their lives is our favourite part of this job. Rather than talking about what we do, we’ll let our clients share their stories and feedback.

99%

99%

of clients would recommend us to family, friends or work associates

96%

96%

believe working with us has helped or will help them to achieve their financial objectives

100%

100%

were satisfied that we understood their needs, aspirations and objectives

Get in touch with the team

Use the form here to get in touch with the Waterbridge team. Please provide as much detail as possible, and we’ll get back to you as quickly as we can.

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