Dinnington, Sheffield
John is degree qualified in Financial Services and progressed to a career which now spans over 25 years.
Having joined Perspective in 2012, John specialises in holistic financial planning helping clients with Saving, Investing, Retirement Planning, tax planning, family & business protection, estate planning and family financial planning. He has experience of working with other professionals to support a core financial plan such as the family solicitor or accountant to create a rounded home for his clients. John can also help business owners with a range of planning measures to protect and improve the finances of their business.
Over his career John has developed a specialist knowledge of the lending market and holds dedicated qualifications to advise clients on mortgage lending and later life lending in particular, holding the Certificate in Mortgage Advice and the Certificate in Regulated Equity Release.
Taking great satisfaction in his work John has great pride in having supported hundreds of clients over the years in achieving their financial goals.
John also sits on the Perspective Advisory Board giving a meaningful voice to his business and his clients in shaping the future of the business.
The Financial Conduct Authority does not regulate taxation, trusts or occupational pension schemes
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123