0330 038 8940
Based in Newcastle-upon-Tyne
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FCA Regulated
Last checked: 20 February 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
Verified reviews: 100%
John has received 17 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 20 December 2023
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Checks carried out by VouchedFor
FCA Regulated
Last checked: 20 February 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
Verified reviews: 100%
John has received 17 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 20 December 2023
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Qualifications not yet added
John has not yet added their qualifications to their profile
Transparent Fees
Fees not yet added
John has not yet added their fees to their profile
As an experienced Financial Adviser, John started his career at Prudential in 1999. He has also worked for 10 years at Barclays where he provided quality financial advice on a wide variety of areas, especially the mitigation of inheritance tax and investment planning. During his time with Barclays John won many awards for his work with clients, culminating in a reward trip to Oman in 2008. He has worked under the Quilter Financial Planning network since 2011, catering to the needs of a growing base of clients. His aim is to continue providing present and future clients with top quality advice with the support of a dedicated team who are there to help him provide the best possible service. John very much enjoys taking time out to walk the local fells with his sons and dog. He is also an avid reader and enjoys an active lifestyle. The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited 18/04/2023.
£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).
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