Our financial planning team

I help clients achieve their financial goals whether in the sphere of retirement , wealth generation or passing assets onto the next generation. Tax efficiency and a strong investment discipline sit at the heart of my strategies for clients. Personal service is a fundamental driver as is the building and maintaining a long lasting client relationship. Rathbones offers a wide range of tailored services that can both enhance and preserve your wealth.

I work closely with financial planners, often attending client meetings to gain a greater understanding of a clients circumstances, goals and ambitions. This personal approach helps clients feel more at ease having met members of the team they will be working with. Once the financial planning strategy is agreed, part of my role is to review any existing arrangements and ensure these continue to be appropriate, as well as undertaking research to confirm any proposals we make will meet the needs and objectives of the client. I then outline the plans agreed with the financial planner and report these to the client in writing, ensuring that all the relevant information is included and that our recommendations meet the client's needs. I also liaise with the relevant providers to ensure the smooth processing of applications and information where required.

John graduated from the University of Southampton with a joint-honours degree in Economics and Politics and subsequently joined the financial planning industry in 2007. Since then, John has completed the Advanced Diploma in Financial Planning, becoming a Chartered Financial Planner in April 2012. John is passionate about providing excellent wealth management and financial planning advice, delivered professionally with the highest level of customer care. 

He particularly enjoys helping clients navigate periods of financial instability or change in their lifetime, such as the decision to adopt a different career path or retire, or through assisting clients with the financial consequences of a family bereavement. Away from the office, John enjoys staying healthy by playing tennis and is a fan of spectator sports. He is also actively involved in his local church.