Meet John

Having worked in financial services for a number of years, John has performed a variety of roles. As well as advising clients John has worked in management, compliance and paraplanner roles.

John had previously worked for Douglas White on an outsourced basis for several years, before deciding in 2019 that he wanted to join the team full time.

As well working with the rest of the team to help clients meet their goals, John get particularly loves getting stuck into projects to develop the business.

Outside the office

When away from work John is usually busy with family life.

When relaxing at home John spends a lot of time listening to music, which means that he spends far too much money on records and hi-fi equipment.

Qualifications

CF1 – CF5

R02, R06, J02, J06, J87, CF8, AF3

Likes / Dislikes

Likes

Holidays in interesting places

Genuine people

Asian food

Dislikes

British weather

Roadworks

Being disorganised

Career highlights

The proudest moment of my career so far is: Explaining to a terminally ill client that their family would be financially secure.

The three things I love most about my job are: Giving people the confidence to plan, retire and spend.

Meet other team members