HomeTFA Independent Financial Adviser – John Guthrie
Independent Financial Adviser
John has a broad and deep knowledge of financial services having started his career with Barclays Bank in 1985. A Financial Adviser for over 7 years, having qualified whilst working for the Premier Banking arm of Barclays Bank where John had responsibility for 350 high net worth clients with investments from £100,000 and above.
John then had 6 years with NFU Mutual based in Cornwall before joining TFA in 2017 to realise his wish to offer unbiased independent financial advice to clients to meet their needs.
John is building his client portfolio through referrals from existing clients or local professional connections. He provides a completely independent financial advice service. John often, but not exclusively deals with matters of:
• Investments and savings of all kinds, whether orientated towards income,
capital growth, or both;
• Pensions, from accumulating pension savings cost-effectively to managing the withdrawal of funds in retirement in the most tax-efficient way;
• Corporate risk management, to ensure the continuity of businesses in the event of the loss of key personnel, and the provision of contingency funds to allow for the purchase of shares in the event of retirement or death.
• Financial protection, including life assurance, critical illness cover and income protection;
He works with a variety of clients including High Net Worth individuals, private clients, company directors, business owners and professionals to provide financial planning for them, their clients or employees.
John’s clients are predominantly throughout Devon and Cornwall and he offers mainly face to face advice in the comfort of your own home, or at a location suitable to you.