Joshua Troll

DipPFS

As a holistic financial adviser, my commitment is to provide you with comprehensive, ongoing financial advice that addresses not just your immediate financial concerns but your overall financial well-being and life goals. I take a personalised, all-encompassing approach to your financial planning, which ensures that every aspect of your financial life is aligned with your values, aspirations, and circumstances.

About

Having joined Life Wealth Management in 2022, I gained a myriad of experience in both my administrative and paraplanning role before becoming a Financial Adviser. In these roles, l' ve developed a deep understanding of financial processes, compliance requirements, and the behind the scenes work that supports effective financial planning.

Collaborating with experienced advisers has enriched my understanding of the industry and strengthened my ability to address a wide range of financial needs, preparing me to confidently guide clients through their financial journeys.

I graduated from Keele University with a first-class honours degree in Economics, and bring a strong analytical background to my work, along with a commitment to staying updated in the ever-evolving financial industry. As a licensed professional holding a Diploma in Regulated Financial Planning, I uphold the highest standards of integrity, always putting my clients' best interests first.

I specialise in: Retirement Planning; Investment Planning; Inheritance Tax Planning; Personal Business Protection and take a holistic approach to financial advising. By understanding each client's unique values, goals, and challenges, I develop tailored financial plans that are both practical and forward-looking.

My goal is simple: to empower clients with the knowledge and tools they need to make informed financial decisions and secure a prosperous future.

Testimonials

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St. James's Place in particular Simon Martin + Josh Troll have looked after myself and family for years. Always there, explain things in detail so we understand. Friendly, go out of their way to see us. Most importantly, trustworthy. I would recommend them to everyone. 
Josephine Reeder| Retired, Preston

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

4Life Wealth Management Limited is registered in England and Wales, Number 12341438. Registered Office: Lumaneri House Blythe Gate, Blythe Valley Park, Solihull, West Midlands, B90 8AH.