John is a Director of Heritage and Co and a Chartered Financial Adviser with over 35 years’ experience. John’s experience is complimented by range of professional qualifications including a Level 4 Diploma in Financial Services, a Financial Planning Diploma and an Advanced Diploma (Level 6) in Financial Services. He has also been awarded the prestigious Fellowship of the Chartered Insurance Institute, widely considered as a mark of distinction in the industry. He is an active member of The Personal Finance Society (PFS) and the Chartered Insurance Institute (CII).

John has had a varied career, working as a Senior Consultant for London Life Ltd and Friends of Provident before forming Heritage Financial Consultancy in 1996 with the aim of offering clients a more bespoke advisory service. In 2011, Heritage became a Partner Practice of St. James's Place. A move which John feels has enabled him to focus on building trusting relationships with his clients and offer them the best possible service. Alongside his extensive experience in the industry, John has continuously enhanced his qualifications, reflecting his ongoing commitment to professional development, compliance within the financial services sector and providing clients with current data, enabling them to make informed decisions about their finances.

Specialist Areas:

Investment Planning | Retirement Planning | Inheritance Tax Planning