John has been involved in financial services since 1988, serving primarily private clients. He very much enjoys the process of helping his clients to achieve their financial aims and desires. John believes that improving financial security is not only about how much one has – it’s about how to best use what one already has.
John has been qualified as an Equity Release specialist since 2007, and is particularly interested in this as a planning tool, as we live in a society where many are ‘asset rich and cash poor.’ He has also been qualified in Long Term Care planning since 2013.
Married to Wendy for 47 years John has two grown up boys, one now resident in Australia – and he is still waiting for grandchildren!
In terms of interests outside of work John is particularly interested in the canal system in the UK and also has a passion for light aviation, having qualified as a Microlight pilot in 2001. He is not a great gardener but does enjoy attempting to grow various ‘things he can eat’.
John has been our advisor now for a number of years and we are highly satisfied with his guidance and advice in looking after our financial health.
John originally helped us consolidate a bundle of different pension arrangements into a focused retirement plan to which we felt more than comfortable adding further funds. We are now reaping the rewards from all this planning, being happily retired safe in the knowledge that our savings are benefitting us in the most effective manner. We enjoy regular face-to-face financial reviews, where all our questions, no matter how trivial, are dealt with in a professional but friendly and helpful manner. We would and indeed have recommended John to both our friends and our family.