Joshua Mortimore
Financial Planner
Introducing Joshua
Joshua joined Bowmore Financial Planning in November 2024, but was effectively “returning” to the fold, having worked for the company between 2017 and 2020. The interim years were spent at a large City investment manager, Rathbones Group, and a European wealth management firm advising expatriates in France. He is permanently based in Bowmore’s London office but advises clients across the south of England.
Joshua has spent his career assisting high-net-worth individuals with their holistic financial planning needs. Previous roles have been highly technical in nature, focusing on complex and multifaceted work for wealthy families. As a result of this past work, he has built a deep and lasting understanding of planning strategies involving offshore bonds and trusts. Joshua maintains a keen interest in sustainable investment and views offshore European financial planning as somewhat of a specialism, due to the two years he spent in Bordeaux with Blevins Franks.
A member of the Chartered Insurance Institute, Joshua holds the Diploma in Regulated Financial Planning (level 4) and Certificate in Discretionary Investment Management (level 4). Prior to joining the wealth management industry, he studied at University College London (UCL).
Keeping you safe
Joshua's qualifications
Tell me more
Meet your team
view allMark Incledon
Chief Executive Officer
view profile
Gill Millen
Managing Director, Bowmore Financial Planning
view profile
Chris Blakeley
Compliance & Operations Director
view profile
John Clamp
Chartered Financial Planner, Fellow
view profile
Mark Millett
Financial Planner (on leave)
view profile
Jill Ellicott
Chartered Financial Planner
view profile
Adam Canavan
Financial Planner
view profile
Roy Quick
Financial Planner
view profile
Graeme Smallman
STEP & Chartered Financial Planner
view profile
Hayley Wood
Compliance & Operations Manager
view profile
David Bromley
Strategic Marketing Manager
view profile
Samantha Worthington
Senior Administrator
view profile
Helen Best
Paraplanner
view profile
Michael Baker
Paraplanner
view profile
Carlie Rivera
Business Support Administrator
view profile
Emily Sherring
Corporate Benefits Administrator
view profile
Clare Underwood
Office Manager
view profile