John has been with HSBC for five years, a mortgage adviser for First Direct for 2 years and then in sales quality checking mortgages and protection for 3 years. He studied for DipPFS before he joined Brighter in Nov 20220 as a trainee Independent Financial Adviser and mortgage/insurance broker before he came a full-time independent financial adviser in 2022.
As an Independent Financial Adviser he reviews pensions, investments, insurance, estate planning, and mortgage broking for personal and commercial clients.
He finds financial matters interesting because it’s very much like working out a puzzle, with the outcome of helping clients with their financial goals. He enjoys dealing with all types of clients, no day is ever the same. Helping clients arrange their affairs to give them more opportunities in life is very rewarding.
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