John joined a predecessor firm of Perspective (North) Ltd in 2003, and was appointed Managing Director in 2015. He graduated with a BA(Hons) degree in Financial Services from Sheffield Hallam University in 1999.
A holistic financial planner, John also has specialist knowledge in Mortgages and Equity Release cases holding both the Certificate in Mortgage Advice and Practice (CeMap) and Certificate in Regulated Equity Release (CeRer) qualifications in this field.
The main focus of a typical client is working closely with John to assess and manage their Pension and Investment requirements. From this foundation holistic solutions are developed with clients to satisfy all areas of a financial plan which require attention.