John has many years’ experience dealing with High Net Worth clients providing a full financial planning service. His main strength is listening to clients to fully understand the issues that need to be addressed, which enables him to provide the most appropriate solution for every client’s unique situation.
It is important to John that he maintains long-standing personal relationships with his clients.
He holds the Diploma in Financial Planning with the Chartered Insurance Institute (DipPFS) and is currently studying towards further qualifications to enhance his knowledge.
He also works extensively with Police officers, delivering retirement planning seminars and advising officers and staff throughout the South West via our one-to-one surgeries.
John helps individuals who are approaching retirement or who have retired and are looking for financial guidance for the next stage of their life.