Joss Harwood

Can we help?

Do you have a specific query?

Email us.

I started in financial services as a clerk with a bank before moving into financial planning over twenty years ago. I ran my own business for many years before meeting Tony Conner and Owen Temple. We set up Eldon in 2002 and haven’t looked back. Our firm is now widely recognised for providing a first class wealth management service to personal clients.

I have always been passionate about providing a service to help people achieve their objectives rather than selling products and long before it became mandatory I studied for higher qualifications. I was one of the first female advisers in the UK to achieve Fellowship of the Personal Finance Society with Chartered and Certified Financial Planner status.

Most of all I enjoy working face to face with clients, because ours is a 'people business'. I am keen to explain what financial planning is all about to the wider world via the media. I also promote Chartered and Certified status to help people appreciate our profession.

Many clients have been with me for a decade and more, and most of the rest have been introduced to Eldon by existing long term clients.

When not at work I love the outdoors, and as a lifelong hurdler still hope to take part in Masters' athletics events. I like to keep fit and active and enjoy netball and horse riding.