Chartered Financial Planner at Swindon Financial Services Limited.
John joined Swindon Financial Services in June 2023 and is a Chartered Financial Planner with over 10 years’ experience in financial services.
He started his career in 2013 when he joined the SJP marketing department after completing his marketing degree at Bournemouth University. During his time at SJP head office John built up a strong reputation and became both a Chartered Marketeer and Chartered Financial Planner. John identified that his passion was meeting new people and helping them achieve their financial goals, so he moved into an advising role at Swindon Financial Services in 2023.
John specialises in retirement and tax planning. He supports clients to help them identify their retirement goals and then builds a realistic plan to achieve those goals in a tax-efficient way. He provides expert advice to families, professionals, and business owners in Swindon and throughout the UK.
When he isn’t meeting clients to discuss their finances, he enjoys watching his beloved Chelsea FC play and spending time with his family.
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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.