John Bagshaw

John has worked in the Financial Services industry since 1989, firstly for two insurance companies and then from 2001 as an Independent Financial Adviser. He holds the Diploma in Financial Planning and is a member of the Chartered Insurance Institute and the Personal Finance Society which reflects his commitment to the highest ethical standards.


John specialises in advising company directors on all aspects of financial planning, particularly in commercial property purchase using pension fund money.


He has a wide range of clients, and has advised many through the process of retirement and investment, as well as helping with Inheritance Tax Planning.


John enjoys working in a multi-disciplinary team alongside clients’ Accountants and Solicitors to ensure the correct outcome is achieved.