John Clapham DipPFS, CeMap
Independent Financial Adviser
About me
I have been a financial adviser since 1996. This has given me great experience in dealing with most people’s situations.
I understand that with financial planning, it is not just about numbers, it’s about understanding my clients with what is important to them and how they can best achieve their goals. There is no one size fits all approach as all my clients are different.
I have helped them protect their business and family, providing peace of mind for them, but also helping them/their family when they have had to make claims.
I have helped them with their investments providing solutions that meet their needs not only now but also with an eye on their future.
I have helped them build up their pension pots and then continue to look after them in retirement.
I pride myself on giving client’s options that they did not think were possible by proper planning and the use of ongoing reviews. Nobody's journey is without unexpected bumps/obstacles, having an adaptable plan is key to staying on track.
Location
Midlands