Partner Practice of St. James's Place Wealth Management
John has built up a wealth of experience and knowledge during his 30 years in the Financial Services industry. He has worked in a variety of consultancy positions for a number of well known insurance and financial institutions, as an Independent Financial Adviser and latterly with St. James’s Place as a Partner in his own right before going on sabbatical.
Keen to return to the industry and continue his rewarding work with
St. James’s Place, John was delighted to accept Richard’s invitation to work with Stilgoe Financial Management, and joined the team in June, 2019.
Understanding that financial planning can often be complex and confusing, John joins Richard in putting together solutions for clients in a clear and straight forward manner. He is able to help individuals, families and corporate clients organise their finances, advising them in the best way to grow and protect their wealth – all with the complete peace of mind of the St. James's Place Wealth Management Guarantee.
He specialises in the following areas:
Retirement and Estate Planning
Investment Planning and Risk Mitigation
Taxation and * Trusts
John holds a Diploma in Financial Advice and sees his continued professional development as key to improving the advice he give to clients.
He is a Father to two children and enjoys a busy family life. In any quiet moments he does have he enjoys reading and playing or listening to music.
*Trusts are not regulated by the Financial Conduct Authority.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.