John is a Chartered Financial Planner who supports clients through all aspects of Wealth Management.
John works predominantly with High Net Worth Clients, both Individuals and Corporates, he also enjoys helping those that are growing their income and capital to improve their overall financial position.
He is committed to building long-term, high trust relationships based on advice that is of the highest standard. He works closely with other professionals such as solicitors, accountants and surveyors to ensure that clients receive the best possible advice.
With his strong client focus, John meets his clients predominantly through introductions, both from existing private clients and professional relationships.
John studied in Cardiff and then worked in The City of London for two years. Yearning for a little more excitement and adventure, he joined the British Army and The Royal Regiment of Wales. In 2008, after eleven years of active service and having reached the rank of Major, John left the military to spend more time with his young family and restart his financial services career.
When not working John enjoys spending time with his family and rather large dog named WIZA, watching rugby, sailing, mountain biking, being a school governor and being an active member of his local community.