John joined financial services 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.
A qualified and authorised transfer and retirement specialist, since 2006 John has been working with defined benefits schemes particularly in the field of major transfer and retirement projects, during this time he has built upon his specialist knowledge in corporate pension restructuring.
More latterly, as Projects Director, he is a key component of many of our relationships with multinational corporate names.
- CII Diploma in Financial Planning
- Advanced Financial Planning Certificate
- G10 Taxation and Trusts
- G20 Personal Financial Planning
- G60 Pensions
- K10 Retirement Options
- K20 Pensions Investment Planning
- CF8 Long Term Care
- GR1 Group Risk
- AF5 Financial Planning
- Corporate Pension Schemes
John enjoys playing golf, watching football, cycling, fishing and motorcycling.