John Edwards – NottinghamBA (hons) DIP PFS
John has been working in financial services for over fifteen years, working as an independent adviser with the same company for the last twelve years prior to joining Succession. John continues to provide advice on a wide range of financial planning needs from single transactions such as an annuity purchase to comprehensive lifetime wealth planning. John has assisted many clients with their investment and pension arrangements as well as individual and business protection policies and inheritance tax planning.
Working with his Client Support team, who are based in Kidderminster, John provides advice in a clear way so clients can fully understand the options available to them. He feels this is important in a field where there is a lot of jargon and technical language, which people can often find baffling. His aim is to provide advice tailored to every individual and produce, where appropriate, a plan that can be used to assist clients in meeting their goals throughout their lifetime.