- STEP Certificate for Financial Planners (Trusts & Estate Planning)
- Chartered Financial Planner
John has been in financial services since 1998 undertaking a variety of both technical and sales roles. He is currently the Tax & Trusts Specialist for Utmost Wealth Solutions providing technical assistance, both internally and to our distribution team, on both taxation and trust based issues. He is also the lead contact for our UTAS service providing reports on trusts, wills and settlements.
What was the last film you watched?
Probably Buster; you can’t go wrong with a film about The Great Train Robbery and a Phil Collins soundtrack.
When you were young what did you want to be when you grew up?
Fairly stereotypical answer here; a train driver, a lawyer, a footballer or a cricketer. A Tax and Trust Specialist surprisingly never crossed my mind…
What do you enjoy doing outside of work?
Most (all?) of my spare time is spent involved in sports; I am goalkeeping coach at a semi-pro football club, captain of my local cricket team and can also be found on the tennis courts and, when the weather is inclement, snooker tables.