Expertise

  • Pension Transfers
  • Investment
  • Retirement Planning
  • family protection
  • wealth preservation
  • investment planning
  • Pensions


Summary

I work for Beals Mortgage & Financial services. Head office in Fareham, near Portsmouth. We are part of the Intrinsic financial services group, which is the largest financial group in the UK having over 3000 advisers. I cover the North of England and Scotland providing advice on pensions and investments. We look to improve your pensions by reducing running cost, increasing performance and improving your service levels. We are regulated and compliant for giving financial advice in the UK by FCA. We have high levels of knowledge in areas of Auto enrolment, Will writing, final salary schemes and all aspects of financial planning.

Please feel free to look at our website below.


Experience

  • Beals Mortgage & Financial services

    Financial Planning Manager
    - Current

Qualifications

IFS University London

CeLTCI Adv level 6 Financial Advice

2017

IFS University London
DIPFA Financial advice, Finance and Financial Management Services, Level 4
2016

CISI diploma in international investment compliance

2012


Clubs and Associations

Hash Harriers Zurich Switzerland

Thirsk and Sowerby Harriers

Zurich ex-pat


Interests and Hobbies

Running, Football, Walking



Email John

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