John has over 40 years’ experience advising individuals, businesses and family Trust funds to work towards and achieve their financial planning objectives. He is a Certified Financial Planner, a Chartered Wealth Manager, a Chartered Member of the Chartered Institute for Securities & Investment, a Chartered Associate of the London Institute of Banking and a Fellow Tax Adviser of the Institute of Financial Accountants.
John has worked for HMRC (briefly!), as a Tax Manager for an international firm of Chartered Accountants and as a Financial Planner for one of the largest Wealth Managers in the UK and for smaller local firms. He is very proud of having dealt with many client families for 30 years or more and to be advising the second, third, fourth and (in one case) fifth generations of many families.
John and his wife are first-time grandparents and enjoy learning the skills required for this. They are also keen travellers.