About John

I set up on my own account in the year 2000 and have since provided bespoke financial and legal solutions to investing clients, solicitors and local authority deputies. I am an Independent Financial Adviser regulated by the Financial Conduct Authority and have more than 25 years of financial services experience having worked in Building Societies, Banks, Insurance companies and Mortgage Brokers. Clients receive a truly personal and bespoke service directly suited to their needs be it an ‘easy’ pension or life insurance enquiry through to complex taxation and trust matters.

Praise for John

“John has provided me and my family with sound advice over the past 10 years and our investments have done well despite the difficult financial climate. He handles matters in a professional and sensitive way giving me confidence that my financial affairs are in safe hands.” P.M., Wirral.

“John is always highly professional and tenacious, and hugely successful. A pleasure to work with, I couldn’t recommend him highly enough.” C.J. Worcestershire.

“Our first and only call when we have intestacy issues, complex estate matters or need to find people.” SB, Solicitor, Cheshire.