0330 038 8939
Based in Bolton
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: September, 2023
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
John and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 15 April 2025
John and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
17
Recent Client Reviews
John has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
John has received 17 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 12 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
John has not yet added their qualifications to their profile
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John has not yet added their qualifications to their profile
Transparent Fees
John has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
John has provided information on their typical fees
John has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with John (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with John
100% of VouchedFor users have had a positive (4 or 5 star) first experience with John (based on 4 first impressions)
Checks carried out by VouchedFor
FCA Regulated
John and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 15 April 2025
John and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
17
Recent Client Reviews
John has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
John has received 17 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 12 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
John has not yet added their qualifications to their profile
Qualifications not yet added
John has not yet added their qualifications to their profile
Transparent Fees
John has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
John has provided information on their typical fees
John has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with John (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with John
100% of VouchedFor users have had a positive (4 or 5 star) first experience with John (based on 4 first impressions)
John has a wealth of experience having been a financial adviser and planner for more than 25 years. John is a Chartered Financial Planner and holds the specialist qualification required to provide advice on final salary pension schemes. John started his career as an Independent Financial Adviser working in the City of London and Mayfair and latterly provided independent financial advice to high-net-worth individuals at HSBC and Quilter Private Client Advisers. John has particular expertise in the areas of investments, pensions, trusts, inheritance tax mitigation and estate planning. John’s core expertise is providing wealth management and intergenerational solutions to wealthy individuals and business owners, and he works with solicitors to provide independent financial advice to their clients. John has a loyal client bank, the majority of whom have remained clients for an average of 15 years or more. He passionately believes that financial planning is a long-term solution that produces the best results when combined with regular reviews and an in-depth understanding of client’s objectives and changing circumstances.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About John's clients
Based on responses provided by clients who have reviewed this adviser
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