AUTHORISED FOR INVESTMENT BUSINESS
Profile
John entered financial services 30 years ago and previously founded and ran his own financial services Company, Walker Vallance. In 2003 the clients of Walker Vallance were successfully integrated into Joseph R Lamb.
John specialises in providing advice in the areas of pension options both prior to and at retirement, investments, inheritance tax planning and Corporate Advice, especially Group Pension Planning.
Qualifications
FPC1 Financial Planning Certificate paper 1
FPC2 Financial Planning Certificate paper 2
FPC3 Financial Planning Certificate paper 3
SV1 Savings and Investment
Telephone: +44 (0) 1268 749 880