0118 443 0016
Based in Reading
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: December, 2024
4.7 out of 5
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 statusLast checked: 09 July 2026
John is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed John's status
84
Recent Client Reviews
John has received 84 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
John has received 84 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: 03 June 2026
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 profileQualifications 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 belowJohn 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
12
Positive First Impressions
92% of VouchedFor users have had a positive (4 or 5 star) first experience with John (based on 12 first impressions)92% of users who are not yet clients had a positive first experience with John
92% of VouchedFor users have had a positive (4 or 5 star) first experience with John (based on 12 first impressions)
About
Areas of expertise: John’s main aim is to make clients' lives easier! John sees his role as one of simplifying the often confusing world of finance to help clients make informed decisions that are right for them. John advises high-net-worth clients on all aspects of finance (including pensions, investments and tax planning) and believes that as all clients are different, he will never adopt a “One size fits all approach” – “everyone is different, and it is only by working closely together that we provide the best solutions!” John feels that every new client should be viewed as someone you will work with for 20 years – and that long term relationships help establish the trust that is needed when dealing with clients finances. John has a great deal of experience having been advising for over 25 years – but can also offer a long-term relationship with new clients as expects to be in the role for the next 20+ years until his own retirement! Background: John has over 25 years of experience in financial services. John’s career in financial services started in 1998 with PricewaterhouseCoopers (PWC) and in 2015 John moved across the Severn Bridge to live and work full time in London having previously been employed for leading companies such as Lloyds and Chase de Vere. John joined Bellpenny (now part of Ascot Lloyd) in 2015 and he now splits his time between London/Surrey and South Wales – but looks after clients all over the UK and still believes that face to face advice is important. John prides himself on always making himself available when clients need to see him – no matter where they live in the country. With this in mind John intentionally manages a smaller number of clients to ensure that he is able to provide a trusted and reliable service.