Josh Wrazen

Trainee Financial Planner

I joined the Beyond Finance Team in July 2025 as a Trainee Financial Planner, following a 10-year career in marketing for a media organisation based in London. My previous role as Marketing Director had a focus on the financial services sector and I’m grateful for the experience that I’ve acquired.

I sensed a deep calling to step away from my role in marketing to embark on this new career path as a Financial Planner and recently completed my Diploma in Regulated Financial Planning. I feel incredibly passionate about the responsibility and opportunity to journey with clients in helping them make great decisions and achieve their goals and ambitions for life.

It’s a great privilege to be embarking on this new position at Beyond Finance and it fills me with pride to be working for an organisation which has a heart for its community and transforming lives across the world, through its charitable trust.

I look forward to building relationships with clients and serving our community in my role. It feels particularly special to be working on the stunning Windmill Farm estate, having spent many of my childhood years in Chalfont St Giles and with family still based in the area.

My wife Harriet and I have a 3 year old son called Levi. We are based in Surrey and attend a local church in Guildford, where I enjoy volunteering on the Children’s Work Team. I love spending time with family, socialising with friends, staying active by running and trying to maintain my golf handicap at the local course.