I have worked in financial services since 2014, spending 4 years with various pension providers before moving into a Paraplanner role in 2018. I joined the Pavis Paraplanning team in February 2023.
My role mainly consists of writing financial reports, outlining the adviser’s recommendations and conducting research to assist with clients’ financial planning.
Get to know John
What do you enjoy most about your job?
Being able to help clients achieve their financial goals and working with our friendly and passionate team here at Pavis.
What’s your idea of a perfect weekend?
An Everton win on the Saturday, followed by a spot of fishing or a good hike on the Sunday.
Where in the world can you not wait to get back to again?
America, 2 states down only 48 more to go!
Where in the world have you never been but hope to get to one day?
Madagascar
What’s the most important thing you’ve learned doing your job?
Life moves very fast so it’s important to keep your ducks in a row to leave more time for the things you really enjoy.
What three things are guaranteed to put a smile on your face?
An Everton win, spending a bit of time in nature and going out for a good meal with friends and family.
Get in touch
Contact us below to join us for tea and biscuits with one of our friendly financial planners
