John isn’t a typical chartered accountant. Life and work isn’t about numbers for John. It’s all about people. Specifically, it’s about connecting with clients, having meaningful conversations and helping them write the story of their lives the way they want it written.
It’s little wonder, then, that John is very easy to talk to. He loves understanding what’s important to clients – really important – then making the numbers work, no matter how complex the situation. From supporting someone through financial separation or bereavement, to helping clients consolidate wealth, to supporting family businesses through the market’s ups and downs, John is there every step of the way.
That’s why Capital Partners’ ethos resonated immediately with John when, in 2014, he wanted to move on from his previous accounting profession at PwC to a financial planning practice with professionalism, and a culture that was in line with his values of loyalty and collegiality. And it’s why he’s told time and again by his clients that he has made such a huge difference to their lives.