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.
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.
CF1 – CF5
R02, R06, J02, J06, J87, CF8, AF3
Likes
Holidays in interesting places
Genuine people
Asian food
Dislikes
British weather
Roadworks
Being disorganised
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.