For private clients John’s main focus is to help clients establish a firm financial plan built around clear client goals and objectives with guidance on wealth management, retirement planning and inheritance tax management.
John is a relatively new member to the team at Lyndhurst, having spent over 30 years with large Insurance Companies as a Business Development Manager, in a variety of roles; including managing an office in Aberdeen and Germany, with experience in Group Pensions and Investment. John holds a Business Degree, Investment Management Certificate as well as a being a Chartered Financial Planner.
For private clients, his main focus is to help clients establish a firm financial plan. This would be built around clear client goals and objectives, with guidance on Wealth Management, retirement planning and Inheritance Tax mitigation. His planning skills have proved invaluable in complicated Divorce settlements.
For corporate clients, John is helping companies plan for the new Government initiatives on Auto-enrollment. This places employees automatically into a pension scheme, normally through NEST or Group pension benefits.
John is a keen gardener and hill walker. He is halfway through a long term objective to walk the length of the British Isles, using recognised footpaths. He also enjoys a round of golf and tipple of ‘real ale’.
Excellent he listened, was patient and fully understood my position. Mr Wilby acted in my best interest and showed empathy and support in a very professional and friendly manner.