Dinnington, Sheffield
John is degree qualified in Financial Services and progressed to a career which now spans over 25 years.
Having joined Perspective in 2012, John specialises in holistic financial planning helping clients with Saving, Investing, Retirement Planning, tax planning, family & business protection, estate planning and family financial planning. He has experience of working with other professionals to support a core financial plan such as the family solicitor or accountant to create a rounded home for his clients. John can also help business owners with a range of planning measures to protect and improve the finances of their business.
Over his career John has developed a specialist knowledge of the lending market and holds dedicated qualifications to advise clients on mortgage lending and later life lending in particular, holding the Certificate in Mortgage Advice and the Certificate in Regulated Equity Release.
Taking great satisfaction in his work John has great pride in having supported hundreds of clients over the years in achieving their financial goals.
John also sits on the Perspective Advisory Board giving a meaningful voice to his business and his clients in shaping the future of the business.
The Financial Conduct Authority does not regulate taxation, trusts or occupational pension schemes
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
