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John has worked in the financial services industry since 1989 for some of the UK’s largest financial services and investment companies, including Aegon and Old Mutual, as well as national accountancy firm PKF, now part of BDO UK accountancy group. This has given him a considerable amount of practical knowledge, expertise and insight when it comes to advising clients.
While covering all aspects of financial planning, John has spent a lot of time with business owners and high-net-worth individuals who are looking for advice on retirement planning, business exit planning and, in later life, leaving a legacy to their loved ones, navigating the ever-changing landscape of pensions and inheritance tax.
Underlying all successful planning, John provides common-sense investment consultancy to grow client portfolios across a wide variety of asset classes.
When not advising clients you can find John running, travelling or playing his vast (his wife’s description, not his!) collection of guitars.
