0330 038 8942
Based in Northampton
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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: 30 July 2025
John and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
John has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
John has received 1 client review 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: 01 May 2025
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.
17
Qualifications Uploaded
John has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
17 qualification certificates available to view
John has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with John (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with John
100% of VouchedFor users have had a positive (4 or 5 star) first experience with John (based on 4 first impressions)
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: 30 July 2025
John and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
John has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
John has received 1 client review 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: 01 May 2025
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.
17
Qualifications Uploaded
John has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
17 qualification certificates available to view
John has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with John (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with John
100% of VouchedFor users have had a positive (4 or 5 star) first experience with John (based on 4 first impressions)
I have been an Independent financial adviser since 1996 but started in financial services having left my job as a civil servant in 1988. The majority of my work is managing clients investments and pensions and the associated tax planning both pre and post retirement including inheritance tax planning. I am a qualified pension transfer specialist and I received my Charter from the Chartered Insurance Institute in 2019. My clients range from young professionals just starting their financial planning journey to much older clients enjoying the rewards of their planning as well as attorneys and trustees. I also provide services to the clients of other financial Advisers who do not have the necessary permissions to advise on pension transfers Being part of my clients hopes and dreams as well as their fears is the most rewarding and challenging part of my work. I believe the key to being a good adviser is having a good level of technical knowledge but more importantly the ability to listen and connect with what really matters to clients. My spare time tends to revolve around my family and my three children. I enjoy sailing and work occasionally as a volunteer sailing instructor and hope to do more sailing now my children are leaving school.
Offers available through VouchedFor
Contact John through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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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