Before joining Perspective, John held a number of roles within the HSBC and First Direct Group, including Mortgage Associate, Mortgage Adviser, and Mortgage & Protection Review Manager. This broad experience has given him a strong understanding of helping individuals and families achieve their financial goals.
John holds the CII Diploma in Regulated Financial Planning and the CII Certificate in Mortgage Advice. He has also achieved both Competent Adviser Status (CAS) and his annual Statement of Professional Standing (SPS), demonstrating his commitment to maintaining the highest professional standards.
John believes that successful financial planning starts with understanding what is most important to each individual. By taking the time to listen and build lasting relationships, he provides clear, practical advice tailored to each client’s circumstances and long-term aspirations. He is passionate about helping clients make informed decisions with confidence and supporting them throughout every stage of their financial journey.
He finds financial matters interesting because it’s very much like working out a puzzle, with the outcome of helping clients achieve their financial goals. He enjoys dealing with all types of clients, no day is ever the same. Helping clients arrange their affairs to give them more opportunities in life is very rewarding.