After graduating from Sheffield Hallam University in 2000, John built his experience managing and working in an independent financial advice firm and an insurance company before moving into financial planning.
This broad industry background has given him valuable insight into the different financial challenges and opportunities people face throughout their lives. John has additionally Chaired the Board of a well-known North East Charity and acted as a Trustee since 2018.
John takes a holistic approach to financial planning, helping clients make informed decisions across a range of areas including pension planning, retirement planning, inheritance tax and estate planning, investing and wider wealth management. He has particular expertise in individual pension planning, company pension schemes and employee benefits.
He is committed to understanding each client’s circumstances, goals and priorities, developing tailored financial plans designed to support their long-term objectives. Cashflow modelling forms an important part of this process, helping clients understand how different decisions today may influence their future plans.
John has a real passion for helping people achieve their financial goals and takes pride in building lasting relationships with clients while providing clear, focused advice that gives them confidence about the future.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.