Our advisers are recruited and carefully selected by our highly experienced management team.
We complete thorough due diligence on the advisers to ensure that we only work with the best advisers and to ensure they will act professionally in accordance with our exacting standards; all are fully qualified (level 4 diploma) and a number hold the highest standard of qualification, which is chartered.
John Fielding was introduced to us by a mutual friend who works in the financial industry. He has visited us at home more than once, and has run a survey of our situation and needs, and followed up with the course of action for which we have heeded, and are grateful. John is always on hand to answer our questions quickly. We appreciate his dedication.
Found the advice provided by John Fielding to be delivered in a reassuring & confident manner. He didn’t try to bamboozle me with a barrage of technical, financial terms. On the contrary everything was explained clearly and was easy to understand. Any questions I had were dealt with competently and he was happy to answer all the questions I asked. Didn’t feel as if I was being subjected to high pressure sales pitch but felt that John wanted to ensure that I fully understood what he told me before making a major financial decision. Left our meeting feeling confident that he was definitely working in my best interest. Have had a number of meetings & discussions over past 12 months & continue to feel confident & reassured by the advice provided by John. Recommended him to a family members who was also pleased with his advice.
I approached John having become a widow, with little knowledge of how to manage my husbands estate and adjusting to my own income. John’s help and advice was invaluable regarding the structure of my investments. I was very impressed with the presentation and comprehension of my portfolio. I have no hesitation in recommending John’s services. He is friendly, very approachable and is always ready to help and advise to put my mind at rest.
John is a fully qualified financial adviser and holds a diploma in financial planning with both the Chartered Insurance Institute and the Institute of Financial Services. He has worked in the financial sector for over 27 years and has a wealth of experience across Pensions, Investments, Protection and Tax Planning. John specialises in helping clients with their retirement planning and investment needs but he also is able to provide comprehensive advice across all areas of financial planning. He takes great pride in maintaining long term relationships with clients and considers the on-going service just as important as the initial transaction. Outside of work he is married to Anne-marie and has two daughters and his beloved black Labrador, Bella. John’s main passion is cycling and he can often be seen riding around the Lincolnshire countryside with his friends.
John offers the following areas of advice: