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John Garvey APFS ACII

Chartered Financial Planner

John began his career in financial services after graduating with a degree in Mathematics. For over 20 years, John worked with a leading financial services provider where he supported financial planners. During this period, he gained many higher qualifications.

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

John Garvey


01789 774039


Halesowen Office

Strategic House
1 St Kenelm Court
Steel Park Road
B62 8HD

Telephone: 01789 774039