Our Advisers at Mapus Financial Planning
John Turner - Director & Chartered Financial Planner
John is a CII chartered financial planner and the Director responsible for day to day operations.
He has many years' experience dealing with a variety of personal, corporate and Trust clients both locally and further afield. This necessarily covers a wide range of financial planning requirements and John has long recognised the importance of also working closely with other professional advisers, such as solicitors and accountants to ensure rounded and effective solutions for our clients.
John also holds the Chartered Insurance Institute (CII) specialist technical pensions qualification.
Tel: 01553 766442
Chartered Financial Planner
Robin started his financial services career in 1989 and has been advising since 1994.
He has attained Chartered Insurance Institute (CII) Fellowship status and holds the CII Advanced Diploma in Financial Planning, including the specialist technical pensions qualification AF3. He is also a member of the Chartered Institute for Securities & Investment (CISI) having achieved the level 6 Certificate in Private Client Investment Advice & Management.
Robin works closely with several local accountants and solicitors as well as his clients, advising on Trusts, Attorneys and Deputyships, Pensions/Retirement Planning, Inheritance Tax Planning and Investments.
Tel: 01553 766442
James started as a cashier at a high street bank in 2001 and went on to hold Adviser and Branch Manager roles.
In 2015 he moved to the IFA sector to develop his career providing a bespoke financial planning service to clients covering retirement, investment and protection needs.
He has the Chartered Insurance Institute (CII) Diploma in Financial Planning, and is currently studying towards the Advanced Diploma in Financial Planning.
Tel: 01553 766442 Email: email@example.com
Independent financial advice is only a phone call away... 01553 766442