In 2009, John became a Financial Planner and shortly afterwards achieved Chartered status. For over 13 years, he has advised a wide range of individual and corporate clients about pension planning, investments and inheritance tax mitigation.
John is passionate about helping clients achieve their financial goals. There is nothing nicer than implementing suitable plans which clients appreciate at future reviews and say ‘thank you’ for your work.
The Financial Conduct Authority does not regulate taxation or trusts