0330 038 8941
Based in Corsham
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: April, 2019
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
John is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed John's status
Last checked: 29 March 2025
John is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed John's status
26
Recent Client Reviews
John has received 26 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
John has received 26 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 February 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 not yet added their fees to their profile
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John has not yet added their fees to their profile
4
Positive First Impressions
75% of VouchedFor users have had a positive (4 or 5 star) first experience with John (based on 4 first impressions)
75% of users who are not yet clients had a positive first experience with John
75% 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 status: Certified by Firm
John is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed John's status
Last checked: 29 March 2025
John is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed John's status
26
Recent Client Reviews
John has received 26 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
John has received 26 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 February 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 not yet added their fees to their profile
Fees not yet added
John has not yet added their fees to their profile
4
Positive First Impressions
75% of VouchedFor users have had a positive (4 or 5 star) first experience with John (based on 4 first impressions)
75% of users who are not yet clients had a positive first experience with John
75% of VouchedFor users have had a positive (4 or 5 star) first experience with John (based on 4 first impressions)
I’m an independent financial planner based in the South West. I have more than 29 years’ industry experience and have been advising for more than 15 of those years. I specialise in investment advice, Inheritance Tax planning, pensions and retirement planning. As a member of the Hartsfield Financial Planning team, my role is to improve my clients’ financial wellbeing. That could mean investment advice, retirement planning, help with pensions, Inheritance Tax planning or finding the best form of insurance to ensure your family finances are protected should life take an unexpected turn. Whatever your goals, I take the time to find out what matters most to you, and tailor my advice and recommendations around your needs, values and goals. As an independent adviser, I am able to offer advice across the whole of the market and you can rest assured the advice you receive will only ever be based on what is in your best interests. At Hartsfield, we’ve built up expertise working with four main groups of clients: • Business owners • Professionals • Those planning for retirement • Those in retirement If you’re in one of these categories, I can help you to identify your financial goals, then provide the advice and support you need to achieve them. You are more than welcome to come to Bristol to our central offices at Temple Quay, to our lovely offices at Hartham Park in Corsham, or to Cambray Place in Cheltenham. Alternatively, I am able to come and meet you in your home if that is where you are more comfortable. Please do not hesitate to get in touch if you have any questions. I look forward to speaking with you.
Offers available through VouchedFor
Contact John through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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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