John Bone Email & Phone Number

Thank you for viewing my profile.I am conscious that even for the experienced investor financial planning can prove daunting and complex. My aim is to offer advice that is always personally tailored to reflect the individual needs and objectives of our clients and to provide a confidential professional advisory service of the highest standards.Therefore my aim is to build long term relationships with clients and meet their ever changing financial needs throughout their life stages.This includes areas such as:Helping clients mitigate their tax liabilitiesManaging investments in line with client expectationsProtecting the family and the individual against the financial impact of life changing eventsI understand that financial needs change and therefore I will always communicate to my clients in a way that is clear, fair and not misleading as I believe it is essential to have an agreed contract strategy to allow my clients to discuss any change in circumstances and future aspirations on a regular basis.My clients include:Business ownersHigh-net-worth and high profile individualsIndividuals who don’t have the time to spend monitoring their investments and pensionsIndividuals who want to forward plan and mitigate their tax liabilitiesIndividuals starting out in their financial life whether they are borrowing, investing or protecting

Listed skills include Retirement Planning, Investments, Pensions, Financial Planning, and 12 others.

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  Saint Ignatius College, Enfield