Based in our Norwich office, John has recently transitioned into the role of Consultant at SG Wealth Management (SGWM) after over 10 years as a Wealth Manager and an impressive 40-year career in personal financial planning. His extensive experience spans roles in banks, building societies, and the mortgage sector. As John approaches retirement, he remains committed to supporting the business and contributing to the work of our Financial Planners. In his new role, he is dedicated to ensuring a smooth transition for his valued clients, working closely with colleagues to provide seamless support throughout the handover process.
Throughout his career, John has specialised in investment advice and estate planning, particularly addressing the needs of elderly and potentially vulnerable clients and those navigating long-term care issues. As a SOLLA (Society of Later Life Advisers) Ambassador, John collaborates with their regional group to foster stronger connections among professionals - including solicitors and private care provider - aiming to enhance guidance for clients and their families during challenging times. Additionally, as an affiliated member of STEP, John has played a significant role in promoting effective estate planning and intergenerational wealth management.
A resident of mid-Norfolk, John is a proud father of two grown-up children. In his free time, he enjoys exploring the East Anglian coast and countryside, attending live music and sporting events, and indulging his passion for the performing arts. John regularly acts in productions at local theatres, including the Sewell Barn Theatre Company and The Maddermarket Theatre in Norwich. A devoted Arsenal supporter, he is also a long-time season ticket holder.