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    • Home • Advice • Advisers
    Joshua Gerstler

    Joshua Gerstler

    Chartered Financial Planner

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    Hertfordshire

    Likes

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    785

    Rating

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    About me

    I have been working in Financial Services for over 16 years. I started out at Deloitte where I trained and qualified as a Chartered Accountant before moving to Financial Advice/Planning at The Orchard Practice in 2011.

    I like helping people with their money by making everything as simple as possible to understand.

    I like to take the stress away from people so that finance is one less thing to worry about.

    Away from work I like exercising, reading and spending time with friends and family.

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    My details

    I like helping people on:

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    Pension transfers

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    Pensions - Approaching retirement

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    Inheritance planning

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    Advice to business owners

    My qualifications:

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    Chartered Financial Planner

    My charging model:

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    Ongoing % fee

    Awards

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    Aberdeen Logo

    Readers' Favourite

    2021 Highly Commended

    Have a look at my responses to readers' questions

    What people say

    Reader feedback

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    09 January 2023

    Sensible advice.

    Lina

    Reader feedback

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    23 April 2022

    I was extremely pleased with Joshua's thoughtful and clearly explained response. It was much appreciated. Thank you so much. Richard Jerome.

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    Richard

    Reader feedback

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    20 January 2022

    David

    Important stuffHolly and the team have worked in the finance industry for many years but we are not regulated to give you personal financial advice. For every story on this website about a good investment, or something which went up by 10% or made someone £200, we could also share a story about a bad investment, something which fell in value or lost someone £200. We aim to provide general information and pointers – and btw we are totally agnostic about which providers you might pick – but if you have complex affairs, want personalised advice or need specific recommendations, please look at advice pages and see if regulated digital or traditional financial advice would be the best solution for your needs. Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
    Risk warningAs is always the case with investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may change in the future.
    Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
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