John R McVicar - Financial Planning Director - Leeds
Qualifications
Chartered Insurance Institute:
- Financial Planning Certificate
- Advanced Financial Planning Certificate:
- G60 Pensions
- G10 Taxation and Trusts
- G20 Personal Financial Planning
- K10 Retirement Options
- K20 Pensions Investment Planning
Experience
John joined the industry in 1985 working in portfolio management and delivering a range of associated financial solutions.
He has an extensive background of both corporate and personal clients and relationships built over many years. Many of his clients are well run successful family businesses with complex needs, where John's experience and knowledge are used to the full.
His expertise includes inheritance tax planning advice, wealth and asset protection, investment and both corporate and personal pension planning.
Specialisation
All retirement options including Drawdown, Phased and Pension Transfers. Also specialist Knowledge of Pensions and Divorce issues.
The FSA does not regulate all forms of tax planning.