With over 15 years’ experience helping clients achieve their investment goals, growing, preserving and protecting their wealth, I provide advice tailored specifically to your circumstances and risk profile. It all starts with a conversation, and from there I will establish your goals, priorities and start to build a picture of the journey to meet your objectives.
My expertise includes reviewing your existing pension provision to help establish whether you are on track for the retirement you desire, maximising the most appropriate tax efficient vehicles to help your money grow and providing ongoing support to give you the continued reassurance that your money is working hard for you.
Outside of helping clients achieve their financial goals, I am a father of 3 and enjoy playing and coaching football, keeping fit and live music.
John is a highly experienced Financial Consultant based in Nottingham and Derby, supporting clients with all aspects of wealth management and financial planning—both locally and across the UK. Prefer to meet in person? If you're nearby, why not arrange a face-to-face appointment? Or if you're further afield, John can easily assist you over the phone or via a Teams call. Click the email address above to get in touch today. Expert, friendly, and personalised financial advice is just a click away!