Chartered Financial Planner
Meet John
John has a wealth of experience having been a financial adviser and planner for more than 20 years. John is a Chartered Financial Planner and holds the specialist qualification required to provide advice on final salary pension schemes.
John started his career as an Independent Financial Adviser working in the City of London and Mayfair and latterly provided independent financial advice to high-net-worth individuals at HSBC and Quilter Private Client Advisers.
John has particular expertise in the areas of investments, pensions, trusts, inheritance tax mitigation and estate planning. John’s core expertise is providing wealth management and intergenerational solutions to wealthy individuals and business owners, and he works with solicitors to provide independent financial advice to their clients.
John has a loyal client bank, the majority of whom have remained clients for an average of 15 years or more. He passionately believes that financial planning is a long-term solution that produces the best results when combined with regular reviews and an in-depth understanding of client’s objectives and changing circumstances.
Qualifications FCA Registration Statement of Professional StandingWhat does John enjoy about his job?
“Enabling people to live their best lives, may sound like a cliché but through detailed analysis and taking the time to understand what is important to a client I have enabled people to have the confidence to retire earlier and to gift capital to their children/grandchildren and to be able to see the difference it has made to their children during the client’s lifetime.
Over time I like to really get to know clients, I enjoy becoming their most trusted adviser which leads to a natural friendship, eventually, in some cases, almost becoming a member of the family.”
John's likes
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Travelling
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Family time
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Music
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Sport
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Cooking
John's dislikes
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Bullies
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Cruelty in all forms but especially to children or animals
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Passwords
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Bad manners
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Rain
John in the spotlight
What motivates you?
Seeing the difference that I can make in clients' lives. Being challenged by the constantly changing environment that is financial services and being a role model to my children, so that they will hopefully be proud of me. Finally, to leave a legacy as someone who made a difference.
Where are we most likely to find you when you’re not at work?
Spending time with my family, cooking, listening to music, boxing and bemoaning the latest Bolton Wanderers result.
What does a life well lived look like to you?
To have no regrets
About ClearVision
We are called Clear Vision Wealth Management because we believe in absolute clarity in everything we do, including our fees. We work with you to create a vision and a plan for your future and we manage your wealth, allowing you to live your best life.
We pride ourselves on our old-fashioned service values and attention to detail when it comes to client care. But we’re far from old-fashioned when it comes to utilising the best that financial technology can offer, providing you with innovative solutions and inspired thinking.
Contact us
Ask us a question or arrange a call. We don’t charge for initial meetings and are happy to help you with your enquiries.
