John Skipton

Financial Planner

Professionally

I’ve been in the financial services 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 holistic approach to meeting clients’ personal and financial objectives is very important to me. Pensions and retirement planning, inheritance planning and investments are key areas, however, I can confidently deal with most financial planning requirements.

Personally

y wife and I have a young son and daughter and we enjoy spending time as a family. I have an interest in a variety of sports, technology, music, reading and cooking, especially on the BBQ.

Importantly

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

Likes

Basketball/NBA
Time with family and friends
Holidays
Music
Football

Dislikes

Traffic
Unkindness

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.

Mr & Mrs Whatman

We have known John Skipton for 11 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.

Christchurch Clients since 2014

Mr Laney

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.

Bournemouth A client since 2015

Mr J Barker

Since being a client of PFM, I have been really impressed with the level of personal service and advice I have also received. Pensions and tax are a minefield of complexity to the uninformed and PFM have brought great clarity and I have learned much from Christian's advice, all provided with a very friendly and clear approach.

Bournemouth A client since 2019

Mrs Drysdale

PFM have been our Independent Financial Advisers for many years. We like the fact that each adviser has their own area of expertise, so clients have access to a wide knowledge base. We feel confident that our money is well-managed and highly recommend PFM.

Dorset A client since 1998

Mr R C Brady

I was introduced to PFM by a family member about 12 years ago, in order to obtain personal pension planning advice. I have been very pleased with the advice given by my adviser, for my pensions and for wealth management. I have no hesitation in recommending PFM.

Bristol A client since 2012

Mr John Dinley

Christian is only my second ‘adviser’ in 30 years of professional financial advice and I feel that I could not have acquired a better one; he listens carefully, is always empathetic to my concerns and requests.
I totally trust his judgement and considered advice which has always been balanced and very rewarding.

Poole A client since 1992

Ready to start your journey?

If you have any questions or would like to organise a no-obligation consultation at our expense, please complete this form.