• Pension Transfers
  • Investment
  • Retirement Planning
  • family protection
  • wealth preservation
  • investment planning
  • Pensions


I work for Beals Mortgage & Financial services Ltd. Our Head office is in Fareham, near Portsmouth. We are part of the Intrinsic financial services group, which is one of the largest financial groups in the UK having over 3000 advisers. I cover the North of England and Scotland providing advice on pensions and investments. We look to improve your pensions by reducing running cost, increasing performance and improving your service levels. 


The value of pensions and investments can fall as well as rise. You may get back less than you invested.

 Your home may be repossessed if you do not keep up repayments on your mortgage.

Please feel free to look at our website below.


  • Beals Mortgage & Financial services Ltd

    Financial Planning Manager
    - Current


IFS University London

CeLTCI Adv level 6 Financial Advice


IFS University London
DIPFA Financial advice, Finance and Financial Management Services, Level 4

CISI diploma in international investment compliance


Clubs and Associations

Hash Harriers Zurich Switzerland

Thirsk and Sowerby Harriers

Zurich ex-pat

Interests and Hobbies

Running, Football, Walking

Email John

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