Throughout his career, he has worked closely with clients to help them make informed financial decisions and develop plans that support their long-term goals and aspirations.
John holds a BA (Hons) in Financial Services, a Level 4 qualification through the IFS, the Certificate in Regulated Equity Release (CeRER), and the Certificate in Mortgage Advice and Practice (CeMAP). His qualifications provide a strong foundation across a range of financial planning areas, including mortgages and equity release.
John is proud to take a holistic, ground-up approach with every client, ensuring that the advice he provides is tailored to their individual circumstances, goals and objectives. By taking the time to understand each client’s unique situation, he is able to deliver personalised recommendations that help them achieve their financial ambitions with confidence.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning, automatic enrolment and taxation advice.