Josie Turi — Independent Financial Advisor in London
About Josie Turi
Josie Turi is a Wealth Management Consultant at Mattioli Woods, where she guides individuals, families and business owners through every stage of their financial lives. Her approach is built on a simple belief: that financial planning is a long-term relationship, not a one-off transaction. Growing up in Italy, Josie learned early what money really represents — not status, but security, choice and the ability to look after the people you love. She began working at fifteen to help support her family, an experience that gave her a lasting sense of responsibility and a determination to help others avoid financial uncertainty. After moving to the UK in 2015, she studied Accounting and Finance and found her way into financial advice, where her understanding of people and her financial expertise came together. Josie is known for bringing a different energy to client meetings. Rather than arriving with jargon and formality, she creates a relaxed environment where real conversations can happen — because she believes professional and friendly can go hand in hand. She works hard to make complex concepts clear, breaking pensions, tax relief and investment structures into smaller pieces and adapting to how each person learns best. She is particularly passionate about financial education and about supporting clients in vulnerable circumstances, helping them feel more confident, empowered and in control of their decisions. For Josie, the most rewarding part of the role is the ongoing journey — getting to know clients properly, watching their confidence grow, and becoming a trusted part of the family. Outside of work, she finds inspiration in nature, animals, travel and the arts, and is a committed advocate for empowering women and younger generations through financial education.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Inheritance Planning
Qualifications
Josie holds an undergraduate degree in Accounting and Finance (BA (Hons), First Class) from London South Bank University, alongside a Diploma in Regulated Financial Planning (DipPFS) from the Chartered Insurance Institute. She is also part-qualified in the ACCA.
Fees
Josie offers an initial consultation to understand each client's circumstances and objectives. Following this, she will explain her fees clearly and transparently before any work begins, so clients always understand the cost of advice in advance. Fees may apply on an initial and ongoing basis depending on the services provided.
Regulation
Josie Turi is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Josie Turi a regulated financial advisor?
Yes. Josie Turi is FCA-verified and authorised under Mattioli Woods, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Josie Turi offer?
Josie Turi offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages, Insurance.
Where is Josie Turi based?
Josie Turi is an independent financial advisor based in London, serving the E, EC, N, NW, SE, SW, W, WC postal areas.
How does Josie Turi charge for financial advice?
Josie offers an initial consultation to understand each client's circumstances and objectives. Following this, she will explain her fees clearly and transparently before any work begins, so clients always understand the cost of advice in advance. Fees may apply on an initial and ongoing basis depending on the services provided.
What qualifications does Josie Turi hold?
Josie holds an undergraduate degree in Accounting and Finance (BA (Hons), First Class) from London South Bank University, alongside a Diploma in Regulated Financial Planning (DipPFS) from the Chartered Insurance Institute. She is also part-qualified in the ACCA.
How do I book a meeting with Josie Turi?
You can book a free initial consultation with Josie Turi directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.