John has 30 years of experience providing consultancy and administration services to Personal Pension, SSAS and more recently SIPP clients.
John's expertise covers all aspects of administration, consultancy and operations for SSAS and SIPP clients, including team leadership.
He has a number of sophisticated, high net worth clients who value his technical knowledge, understanding of HMRC Regulations and handling of their pension arrangements.
John's role now also encompasses business development.
Significant experience:
- providing supportive consultancy and administration for a portfolio of SSAS and SIPP clients
- established the Amersham SIPP administration team in 2005
- a member of the Barnett Waddingham SIPP ‘Operations Committee’ responsible for processes and procedure
Other expertise
John’s ability to listen and fully understand clients’ requests, anxieties and aspirations enables him to provide clear and measured responses, and if required, offer alternatives within the rules.