John Kelly BA, FCA, DipPFS

John joined Perspective in January 2025 when, Square One Wealth Management was acquired to integrate into Perspective Financial Group Limited.

John joined Square One Wealth Management in 2003 after a successful career in practice as a chartered accountant. His work is mainly centred around later life planning including Inheritance Tax; and corporate work including tax-efficient profit extraction.

In his spare time John enjoys outdoor activities including sailing, beekeeping and looking after his 1949 MG.

Check out John’s VouchedFor profile here.

‘The Financial Conduct of Authority does not regulate taxation or some aspects of corporate financial planning’