Hello internet! I have a lot of new clients, followers and connections so I’d like to re-introduce myself.
I’m John, I’m 30, I grew up in Halifax, I now live in Leeds and I’m a Financial Adviser at Clarity Wealth Limited.
My mum ran a small business from home so I’ve always been interested in money and finance, so much so that I studied Economics at university. A few years after graduating though, I found myself working in a car insurance call centre and unsure where my career was taking me. I enjoyed being on the phones speaking with people and hearing stories about what had happened and why they were making a claim but the car insurance industry as a whole didn’t tickle my fancy.
When I was buying my first home, I spoke with a mortgage adviser and asked him about his role, what it was like and if he’d recommend doing the same. We had a good chat and he suggested going down the financial advice route and it made sense as I enjoy speaking with people and have an interest in business, finance and economics.
Fast forward to today and I’ve been in the industry for 5 and a half years and I’m an Independent Financial Adviser with all the necessary qualifications behind me with some optional ones to come – I’m really enjoying it. I speak with clients on a daily basis and love helping people to grow their wealth and potentially retire early.
I’m aware that it can be rare to see younger advisers which is why I am always open to and looking for new business and relationships that can be nurtured over the long term. I bring most value to clients when providing investment, pension or retirement planning advice with in-depth cashflow modelling and I also provide protection advice to cover you and your family should you become unable to work or worse.
Outside the office, I love football, basketball and running. I support Halifax Town, Man United and Garforth Town, I’m in the process of completing the basketball level 2 table official course and my 5K PB was 19:57 in lockdown. My wife and I love our holidays and my last trip was to Jamaica where we swam with dolphins. For our next trip, we’re thinking about taking a city break to Nice over a long weekend.
…so that’s me – tell me about you! Let’s chat about the euros, running or how to reach your financial goals. I take great pride in offering proactive, responsive, helpful and efficient services for clients and I appreciate and understand how important their financial future is to them and their family. Say ‘Hi’ at the P100 networking event tonight, message me on here or call me on 0113 258 6000 if you’d like to find out more.
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