Personal Information
Organization / Workplace
Letchworth , Hertfordshire United Kingdom
Occupation
Independent Financial Adviser
Industry
Finance / Banking / Insurance
About
He is an Independent Financial Adviser with LighthouseTemple.
Beginning with a free consultation, John believes in values based planning - determining what your company or you wish to achieve over the years, comparing with where you are now - and only then talking about financial products and services that are relevant. Tailoring any needs for pensions, insurance and investments that your goals identified. Then reviewing progress over the years.
So keyman insurance protects your business from the loss of important staff & directors, in the same way that life insurance protects a family. Shareholder & Partners also need protection.
Pension planning is important for all but some policies
Tags
investment planning
financial planning
herts
pension planning
letchworth
hitchin
hertfordshire
retirement planning
stevenage
equity release
trusted adviser
business
baldock
tax planning
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