John Wright

About

With over 31 years experience in financial services I am well equipped with the knowledge and qualifications to provide high quality financial advice. Vouchedfor systems will only allow me to state I work within a maximum radius of 80 miles, however I look after clients from around the whole country. My specialist areas are as follows: To give key advice around your pension options approaching and beyond retirement. Flexi Drawdown propositions have provided clients with more choice than ever before and the options available means that advice is more important than ever. Many of my clients have been keen to look at consolidating old pension plans into one easy to manage plan where flexible income can be reviewed. I also specialise in helping clients who may have more complicated pension circumstances e.g. Occupational Pensions and require specialist retirement planning advice. Defined Benefit (Occupational) Pension Update – New legislation means we offer known pricing for this area of advice and provide this in writing from outset. Our charge is 1% or £3,000 (whichever is the lower) irrespective of value, making us one of the most keenly priced in this area of advice. Our minimum transfer value is £100,000 and we have no maximum amount. A transfer value of £100,000 would mean the charge is £1,000. For £1,000,000 the charge is only £3,000 Investment advice – whether you are looking for an income from your money, or simply to generate better growth returns. The initial meeting is always without cost and without time limit so please feel free to contact me to arrange a meeting, we operate a remote service via Zoom so we can assist from the comfort of your own home, wherever that may be. I have clients from Aberdeen to Plymouth, modern technology means distance is no longer a barrier to receiving the very best advice. I provide a quality service via 12 monthly reviews, and also the ability should you choose, to monitor the progress of your funds using your own personalised website via True Potential’s unique online proposition. I would welcome the opportunity to offer you my advice and guidance.