John has been working in the Financial Planning profession since 2010 and became Managing Director of Ascent Financial Planning in 2023. John is a Chartered Financial Planner which is widely accepted as the gold standard qualification for Financial Planners.
John works closely with both private and corporate clients to help them achieve their personal and financial goals and he is passionate about helping clients live their best lives. He has a friendly down to earth approach, and prides himself on building long term relationships with his clients whilst delivering financial planning advice in an easy to understand manner.
John lives with his wife Chloe and their miniature schnauzer’s Keith and Doris on the North Wales coast and enjoys being active, travelling, and spending time with his friends and family.
Likes:
- Spending time with his wife
- Early morning walks with the dog
- Fine dining
- Travelling to new places
- Cadbury’s Whole Nut
Dislikes:
- Tardiness
- Most social media platforms
- People who are rude to waiters / waitresses
- Queuing
- Poorly made cups of tea
