Profiles
John Cleverley ACII
John has run his own business for over 40 years and is aware of the issues associated with doing so. Business coaching comes naturally to John as he continues to successfully address the subject of running his own. A measure of success is the loyalty of clients who continue to receive advice at the highest level. Furthermore, professional firms continue to refer clients of the highest calibre for advice.
Click here to learn moreJohn offers advice in all areas including inheritance tax planning, pensions and divorce, investment planning, life protection and trustee investment.
Whether at a domestic or corporate level John prides himself on the ability to provide practical advice in a rapidly changing environment.
As a dedicated sportsman John still manages to play a competitive standard of Tennis and avidly follows all forms of sport.
CloseHardy Halls APFS Chartered Financial Planner
Hardy has over 15 years in the financial services profession with over 8 at JDP. Much of Hardy’s work is referred from professional firms which reflect his expertise in the area of pensions and divorce, trustee investment, inheritance tax planning, equity release, investment planning and life protection.
Click here to learn moreAn area Hardy feels particularly passionate about is Lifestyle Planning which allows for a strategy to be devised for the future. With a growing family Hardy is only too aware of the financial issues faced by many people today and the benefits of planning for the future. Hardy has invested time and effort in achieving Chartered Financial Planner status which is a recognised gold standard in financial planning qualifications.
Outside work Hardy is a keen footballer and guitarist although much of his time is spent with family based activities.
ClosePhilip King APFS Chartered Financial Planner
Philip has over 20 years in the financial services profession in both a technical and advisory capacity. He has a wide depth of knowledge regarding technical issues which is essential in a rapidly changing financial arena. Philip advises across a wide spectrum of clients and financial planning issues including life protection, equity release, inheritance tax planning and trustee investment.
Click here to learn morePhilip works closely with John and his clients with a personal specialism in Pensions and Investment Planning.
Outside work Philip is a huge rugby fan, classic car enthusiast and model car builder.
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