John has been an Independent Financial Adviser for almost 30 years and is a Partner in our Investment Management team.
Areas of Expertise
- Investment advice for individuals and trustees
- Inheritance Tax planning
- Advice on Trusts
- Pensions and retirement planning
- Cash flow modelling
- Life insurance advice
Professional Information
- Diploma in Regulated Financial Planning
- Member of the Chartered Insurance Institute (CII)
- Member of the Personal Finance Society
- Member of Solicitors for Independent Financial Advice (SIFA)