Summary
Hi my name is John Ward and I am the Principle of John Ward Wealth Management Limited.
I have been involved in all aspects of Wealth Management over the past 33 years and specialise in Retirement Planning for Companies and Directors, Family & Business Protection, Individual and Trustee Investments and Trust and Estate Planning Investments to mitigate Inheritance tax.
Retirement Planning for Companies and Director's e.g. SIPP & SSAS schemes and trustee investments
Investments for Individuals and Trustees e.g. ISA's, Risk Related portfolio's and Income creation
Family & Business Protection
Estate Planning for retired people and their families
I have been involved in all aspects of Wealth Management over the past 33 years and specialise in Retirement Planning for Companies and Directors, Family & Business Protection, Individual and Trustee Investments and Trust and Estate Planning Investments to mitigate Inheritance tax.
Expertise
Retirement Planning for Companies and Director's e.g. SIPP & SSAS schemes and trustee investments
Investments for Individuals and Trustees e.g. ISA's, Risk Related portfolio's and Income creation
Family & Business Protection
Estate Planning for retired people and their families
Experience
-
John Ward Personal & Corporate Wealth Management
- Current
Education History
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Gcse and A Levels
Altrincham Grammar School for Boys
1968 - 1975
Qualifications
Diploma In Financial Planning
Clubs and Associations
Ashley Cricket Club
Old Altrinchamians
Old Altrinchamians
Interests and Hobbies
Cricket, Golf, Fishing and Family Holidays
