0330 038 8941
Based in Blaydon-on-Tyne
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FCA status: Certified by Firm
John is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed John's status
Last checked: 12 March 2025
John is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed John's status
Recent Client Reviews
John has not received any client reviews in the past 12 months
John has not received any reviews in the last 12 months
John has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 30 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
4
Qualifications Uploaded
John has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
John has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
John has not yet added their fees to their profile
Fees not yet added
John has not yet added their fees to their profile
40
Positive First Impressions
98% of VouchedFor users have had a positive (4 or 5 star) first experience with John (based on 40 first impressions)
98% of users who are not yet clients had a positive first experience with John
98% of VouchedFor users have had a positive (4 or 5 star) first experience with John (based on 40 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
John is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed John's status
Last checked: 12 March 2025
John is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed John's status
Recent Client Reviews
John has not received any client reviews in the past 12 months
John has not received any reviews in the last 12 months
John has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 30 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
4
Qualifications Uploaded
John has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
John has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
John has not yet added their fees to their profile
Fees not yet added
John has not yet added their fees to their profile
40
Positive First Impressions
98% of VouchedFor users have had a positive (4 or 5 star) first experience with John (based on 40 first impressions)
98% of users who are not yet clients had a positive first experience with John
98% of VouchedFor users have had a positive (4 or 5 star) first experience with John (based on 40 first impressions)
With over 31 years experience in financial services I am well equipped with the knowledge and qualifications to provide high quality financial advice. Vouchedfor systems will only allow me to state I work within a maximum radius of 80 miles, however I look after clients from around the whole country. My specialist areas are as follows: To give key advice around your pension options approaching and beyond retirement. Flexi Drawdown propositions have provided clients with more choice than ever before and the options available means that advice is more important than ever. Many of my clients have been keen to look at consolidating old pension plans into one easy to manage plan where flexible income can be reviewed. I also specialise in helping clients who may have more complicated pension circumstances e.g. Occupational Pensions and require specialist retirement planning advice. Defined Benefit (Occupational) Pension Update – New legislation means we offer known pricing for this area of advice and provide this in writing from outset. Our charge is 1% or £3,000 (whichever is the lower) irrespective of value, making us one of the most keenly priced in this area of advice. Our minimum transfer value is £100,000 and we have no maximum amount. A transfer value of £100,000 would mean the charge is £1,000. For £1,000,000 the charge is only £3,000 Investment advice – whether you are looking for an income from your money, or simply to generate better growth returns. The initial meeting is always without cost and without time limit so please feel free to contact me to arrange a meeting, we operate a remote service via Zoom so we can assist from the comfort of your own home, wherever that may be. I have clients from Aberdeen to Plymouth, modern technology means distance is no longer a barrier to receiving the very best advice. I provide a quality service via 12 monthly reviews, and also the ability should you choose, to monitor the progress of your funds using your own personalised website via True Potential’s unique online proposition. I would welcome the opportunity to offer you my advice and guidance.
Offers available through VouchedFor
Contact John through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About John's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Clients' level of financial expertise
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Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.