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John Davies DipFA


John is degree qualified in Financial Services and progressed to a career which now spans over 25 years. Having taken the reigns at Perspective (North) in 2012 John specialises in holistic financial planning helping clients with Saving, Investing, Retirement Planning, tax planning, family & business protection, estate planning and family financial planning. He has experience of working with other professionals to support a core financial plan such as the family solicitor or accountant to create a rounded home for his clients. John can also help business owners with a range of planning measures to protect and improve the finances of their business.

Over his career John has developed a specialist knowledge of the lending market and holds dedicated qualifications to advise clients on mortgage lending and later life lending in particular, holding the Certificate in Mortgage Advice and the Certificate in Regulated Equity Release.

Taking great satisfaction in his work John has great pride in having supported hundreds of clients over the years in achieving their financial goals.

John also sits on the Perspective Advisory Board giving a meaningful voice to his business and his clients in shaping the future of the business.

The Financial Conduct Authority does not regulate taxation, trusts or occupational pension schemes

John Davis


01909 560677


Dinnington, Sheffield Office

Unit 2, Clock Court
Campbell Way
S25 3QD

Telephone: 01909 560677