John can help you with…

Wealth Management, Retirement Planning, Inheritance Tax Planning, Personal and Business Protection Insurance, Corporate and Director’s Pension Schemes.

John is dedicated to helping his clients achieve their financial goals while removing unnecessary risks. He communicates complex financial concepts in a clear and concise manner, making sure his clients fully understand their options and feel confident in their decisions.

John understands that financial planning is a lifelong journey, and he is committed to providing ongoing support to his clients. He regularly reviews their financial plans and meets with them to ensure that their objectives remain on track.

When asked what John really enjoys about his role, he said: ‘Helping people create the post-retirement life they want; Making sure client’s money works hard for them, including using all available tax breaks; Peace of mind that clients are covered, whatever life throws at them’.

Outside of work…

In his free time, John enjoys reading, travelling, and spending time with his wife Nicole and young children Poppy & Lilly. He can be seen around Southport regularly walking their family’s golden retriever, Harley.

When asked about his favourite food, John favours a Chinese above all other types of food, especially sweet and sour chicken!