My role is to construct and manage clients’ portfolios in accordance with the objectives and relevant risk tolerance of individuals, trusts, charities and pension funds. I also work closely with a number of financial advisers, ensuring portfolios are tailored towards their client’s needs.
I am also responsible for the development of Court of Protection business in Liverpool, Chester and across North Wales.
John is a Chartered Fellow of the Chartered Institute for Securities & Investment (FCSI).
John joined the Liverpool office of Quilter Cheviot in 2006.
In his spare time John enjoys playing and watching a wide variety of sports including rugby, tennis, golf and horse racing.