John is Head of the Financial Services team. As independent financial advisers operating within a law firm, the Financial Services team is regulated both by the Financial Services Authority and the Solicitors Regulatory Authority.
The majority of clients for whom John acts are people receiving lump sum damages as a result of personal injury and medical negligence claims. John also specialises in investments on behalf of trustees and has a vast amount of experience of dealing with Court of Protection clients.
The portfolios for which John is responsible range in value from £50,000 to £4.5m and the total of assets under his control is well in excess of £100m.
Best career moment: During 2009 I invested approximately £18m for clients at a time when many people were nervous of investment markets. Much of this money was ‘dripped’ into the market to minimise the risks associated with market timing. Those clients have now seen significant gains which many are crystallising in order to lock in the profits.
John is a member of the Personal Finance Society and The Chartered Insurance Institute and has worked within the financial services and banking industry since leaving full time education over 30 years ago.
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