Areas of expertise
private clients; Discretionary & Non-discretionary investment management; personal and corporate pensions
John joined the Belfast office in 2008 and manages investments for private clients (including ISAs and SIPPs), trusts, charities and corporations on both a Discretionary and Non-Discretionary basis.
John is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).
He holds the CISI Masters in Wealth Management and also a 2:1 BA (Hons) in Business Studies, graduating in 2002 from Leeds Metropolitan University.