0118 443 0388
Based in Reading
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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: 18 April 2025
John is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed John's status
10
Recent Client Reviews
John has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
John has received 10 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: 13 December 2024
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
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: 18 April 2025
John is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed John's status
10
Recent Client Reviews
John has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
John has received 10 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: 13 December 2024
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
I have been a financial adviser since 1995 having previously worked in a high street bank. My particular areas of interest are pensions both pre and post retirement and inheritance tax planning. I particularly like helping clients plan for their retirement so they can achieve both their financial and non financial aspirations. I also help clients that are in retirement and advise them how to make their money work as hard as possible so that they can enjoy a long and fulfilling retirement. I have a broad client base, with my clients ranging in age from 40 to 80 years old. I enjoy building relationships with my clients so that I become their trusted adviser and consider it a great privilege and responsibility knowing so much about a client’s private affairs and their hopes and fears. I believe the key to being a good adviser is having the ability to explain financial matters in easy to understand terms and use the technical knowledge I have gained over the years to good effect. Also, to provide ongoing reviews to help clients meet their objectives. In my spare time, I enjoy holidays both abroad and in this country. My intention is to complete touring holidays in Scotland and Wales as there are many places I have not yet visited. I am fortunate to have 3 grandchildren and enjoy seeing them progress as they become older.
£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
Clients' level of financial expertise
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Savings
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