31 reviews | 1 verified advisers
I wanted to change from the advisor I had been with for the past 6 years.
John has been fantastic. He listened to what I wanted and in clear concise English explained what he could do for me.
Absolutely. I wish I had been with John for the past 6 years instead of wasting 6 years of investment growth and opportunity with my previous useless advisor.
John couldn’t have done anything better. He is first class and I would highly recommend him.
The need for an experienced and knowledgeable investment adviser following an influx of significant funds on my retirement.
John's original investment advice proved to be very sound. Over a period of 14 years he has continued to provide regular reviews and advice on changes to investments and inheritance planning as and when appropriate.
In recent years John has guided us well through difficult market conditions to results I could not hope to have achieved personally.
I cannot fault John's management of our financial affairs and for that reason, together with his friendly personable nature, I would have no hesitation in recommending him to anyone looking for a financial adviser.
I have used John for many years and continue to value his opinion on financial matters
Keep a balanced portfolio of investments.
No one can predict the stock market but having a balanced portfolio is essential.
I have money to invest and also needed advice on continuing investments. I also need help with estate planning including winding up businesses and inheritance tax etc
He has invested funds in pension plans and in ISAS. Has also offered advice on selling my business and various properties and the financial implications of each situation.
With regard to the investments and pension plans yes. In respect of the business and properties this is an ongoing situation and I feel confident that his advice is putting me on the correct path.
I don’t think that he could have done any better. His advice is always delivered in a succinct easily understood manner.
Retirement
Investment of pension.
Yes.
Nothing.