John has 29 years’ industry experience and has been advising for more than 15 of those years. John specialises in investment advice, Inheritance Tax planning, pensions and retirement planning.
His role is to thoroughly assess clients’ existing circumstances, listen to their ambitions for the future and to help them achieve their long-term objectives by making recommendations that are right for them. It’s also John’s role to regularly review progress and to ensure that clients’ goals are met.
Statement of professional standing
All financial planners and advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified for the position and have carried out the required amount of Continuous Professional Development (CPD).
What matters most
What matters most to John about working for Hartsfield?
The professional, friendly but family feel are important, I feel that everyone is a valued member of the team and that we all have the opportunity to make a positive impact.
What matters most to John about his specific role?
I aim to help clients to achieve their goals, whether that is working out and providing an income in retirement, investing for a future event or reviewing existing plans developed over a period of time.
Ultimately, the best thing about my job is giving clients peace of mind to be able to do what they want!
What matters most to John outside of work?
Outside of work what matters most is spending quality time with my wife and three sons whether that be stood on the edge of a football pitch during the winter months or sitting hopefully in the sunshine watching cricket in the summer. Invariably, as my sons are getting older, I am spending more and more time being a taxi driver!
Get in touch
If you’d like to speak to us or book an initial meeting, you can contact us directly or, alternatively, drop us a message here.