John has lived in Dumfries for most of his life. He graduated from the University of Glasgow in 2003 with an Honours degree in Economic and Social History. After graduating he returned to Dumfries and started working in the financial sector for a local bank. He qualified as a financial adviser in 2008.
John has a Level 4 diploma in Financial Planning and enjoys giving face to face advice to clients. He prides himself on the level of service that he provides, ensuring that his advice is clear and concise in order that his clients can fully understand the benefits of the advice being delivered.
John is able to provide comprehensive independent financial advice in all areas to both personal and businesses clients in a tailored manner to meet their present and future needs. This includes advice on investments, retirement planning, business and family protection and inheritance tax planning.
With a client rating of 4.7/5, John has been featured in the '2021 Guide To The UK’s Top Rated Financial Advisers'.