John Wyllie DipPFS CeMAP

John joined Perspective in May 2023 when Brighter Financial Services joined the Group as Perspective (Brighter).

John has been with HSBC for almost eight years, firstly working as a mortgage associate, then as a mortgage advisor for First Direct for 2 years and then in sales quality checking mortgages and protection for almost 4 years.

He studied for DipPFS before he joined Brighter in Nov 2020 as a trainee independent financial advisor (IFA) and mortgage/insurance broker before he became a full-time independent financial advisor (IFA) in 2022.

As an IFA he reviews pensions, investments, insurance, and estate planning for personal and commercial clients.

He finds financial matters interesting because it’s very much like working out a puzzle, with the outcome of helping clients achieve their financial goals. He enjoys dealing with all types of clients, no day is ever the same. Helping clients arrange their affairs to give them more opportunities in life is very rewarding.

Check out John’s VouchedFor profile here.