0121 659 8158
Based in Sutton-Coldfield
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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: 14 April 2025
John and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
John has not received any client reviews in the past 12 months
John has not received any reviews in the last 12 months
John has not received any client reviews in the past 12 months
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: 14 November 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.
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John has not yet added their qualifications to their profile
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John has not yet added their fees to their profile
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: 14 April 2025
John and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
John has not received any client reviews in the past 12 months
John has not received any reviews in the last 12 months
John has not received any client reviews in the past 12 months
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: 14 November 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 not yet added their fees to their profile
Fees not yet added
John has not yet added their fees to their profile
I have worked in Financial Services since 2004, initially employed by a large banking organisation and then branching out on my own to set up Pennswood in 2006. The financial planning arm, Pennswood Wealth, was added in 2012 and then, to increase the services we offer, Masterplan Financial was formed in 2016. Today I am responsible for the operational management of Masterplan Financial but additionally work closely with both existing and prospective clients. I enjoy working with people at every stage of their life, protecting families, enabling them to climb the property ladder, helping them create wealth, ensuring they achieve the best outcome at retirement or simply helping to get their personal finances in order by creating a financial masterplan. I believe that knowledge and experience are only part of what makes a good adviser, taking time to really understand a client’s needs and objectives before making any recommendations and then providing straightforward advice is what really matters. Born and brought up in Sutton Coldfield, I am married with a teenage son, Eric. Most of my spare time revolves around my family and I can often be found on the side of a football pitch managing a side at Sutton Town playing in the Midland Youth Floodlit League.
£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
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Adviser Disclaimer
Masterplan Wealth is a trading style of Masterplan Financial. Masterplan Financial is authorised and regulated by the Financial Conduct Authority. FCA Reference Number: 746267