John Griffin
Wealth Manager
Based in Norwich, John looks after personal clients in Norfolk, Suffolk and Cambridgeshire, having specialised in personal financial planning for over twenty years following career experience with banks, building societies and the mortgage sector.
Investment advice and estate planning, along with a focus on the needs of elderly and potentially vulnerable clients and long-term care issues, are his key specialities. John holds Later Life Adviser accreditation from SOLLA and works with their regional group to broaden understanding and collaboration between professionals, including solicitors and those working in the private care sector, to improve guidance for clients and their families in often difficult times. He has recently completed the 5 Year Re-Accreditation process to demonstrate ongoing specialist knowledge and expertise in this area.
He's also an affiliated member of STEP.
John lives in mid-Norfolk and is a proud father to two grown up children. As well as appreciating the East Anglian coast and countryside, his hobbies include the performing arts and acting at several local theatres, including the Sewell Barn Theatre Company and The Maddermarket Theatre in Norwich.
John likes spending time with his family, attending live music and sporting events - notably Arsenal Football Club where he has a season ticket!
John’s recent projects include:
- Working with solicitors acting as attorneys for clients living in residential care to manage their assets and fund care costs
- Aiding investment clients looking to rationalise and consolidate several separate Investment ISAs from various providers to lower ongoing fund costs and achieve a clearer investment approach
- Helping a widowed client, in conjunction with her family, to take on her late husband’s investments, plus setting up an investment income to support her outgoings and improve her living standards
- Introducing a senior finance industry executive, who is looking towards early retirement, to a Chartered Financial Planner colleague for full pre-retirement pensions income review and tax planning strategy
