I’ve been in the financial service profession since 2005 and qualified as a financial planner in 2009. I joined PFM Associates in 2014.
I provide advice regarding all areas of financial planning, working with both individuals and companies. A well-rounded, holistic approach to meeting clients’ financial objectives is very important to me. Generally, investment and pension advice are my key areas of strength, however, I have also qualified as a Pension Transfer Specialist (PTS).
My wife and I have a young son and we enjoy spending time as a family. I have an interest in a variety of sports, technology, reading and cooking.
We highly recommend that you check the credentials of any financial adviser or planner before you commence any work with them. You can view John’s Statement of Professional Standing here.Qualifications
- Family Time
- Being sat in traffic
in the spotlight
On an ideal weekend, you can find me:
Spending time with my wife and son, getting outdoors, relaxing in the evening with a good film/box set and great food with a glass of wine or a cold beer.
My favourite holiday destination is:
Hard to name one … Florida and Canada are some highlights.
My favourite song to play in the car is:
Hard to pick just one but I am not afraid to sing along despite an inability to hold any kind of tune.
My proudest moment as a Financial Planner was:
Every time I help clients understand how a financial plan can help achieve a ‘real life’ objective and provide comfort and direction for their future.
The three things I love most about my job are:
Meeting and building relationships with clients. Helping people understand financial products and how they can be used to help achieve a variety of goals. Being part of a professional and supportive community in the profession.
The types of people I most enjoy working with are:
People with a good balance between hard work, enthusiasm, valuing teamwork alongside individual goals and the ability to take pride in our work.
We have known John Skipton for six years. John Skipton is always patient and gives good sound advice. I would be happy to recommend John Skipton and PFM Associates to anyone should the situation arise.
John has a very strong ability to explain complex financial matters in a simple and concise way, without watering down the key points of detail. This is important when I am making decisions about my financial future.
Ready to start your journey?
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