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Joshua Gerstler

Joshua Gerstler

Chartered Financial Planner

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Hertfordshire

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.

My details

I like helping people on:

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Pension transfers

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Pensions - I’m 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