John is a CERTIFIED FINANCIAL PLANNERCM professional and a Director of HC Wealth Management. In addition to his work at HCWM, John mentors other financial advisors who are partners of Succession Advisory services. He has spoken at conferences on subjects ranging from investment planning, pensions, staff motivation, and business management.
John’s work in the industry began in the late 1970s as Managing Director of The CCF Group, which provided integrated financial advice and investment solutions for high net worth individuals. He moved on to be a Director of Wealth Management at Bluefin Wealth Management (previously Thinc Wealth Management) where he had responsibility for twenty-five Financial Planners based in eight offices in England and Wales.
John has a wide range of interests including sport and travel. He is married to Lori and lives in Cambridge.
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