Joshua Carr
Technical PlannerAfter studying physics at university, Josh began his financial career with BNY Mellon before completing his apprenticeship at Brewin Dolphin and joining Method. His experience spans financial systems, institutional client work and, increasingly, financial and technical planning.
Josh works across a range of client projects, from structural and financial planning to supporting family offices. He combines detailed technical work with the practical job of keeping client priorities moving as plans develop.
His analytical background suits the way we work. Josh is comfortable with the details, understanding complex financial questions, and bringing together the information and professional input needed to move things forward. Part of his role is making sure important information is organised, understood, and not reliant on one person holding everything in their head.
In Josh’s own words
“I first became interested in financial planning through a family friend who had close relationships with his clients and helped them achieve what mattered to them. That really appealed to me.
“I tend to start working with clients at significant points in their lives, a business sale, a major family or health event, or another decision that brings finances into sharper focus. I bring it all together for clients to give them confidence in their plans, and that their family will be all right if something happened to them. Ultimately, it’s seeing what wealth can do for someone’s life when it’s planned properly.”
Outside of work
“Like seemingly everyone else at the moment, I play padel. I’m also a big fan of learning through podcasts and YouTube, although I consume almost everything at 2x speed.”
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