Summary

Hi my name is John Ward and I am the Principle of John Ward Wealth Management Limited.

I have been involved in all aspects of Wealth Management over the past 33 years and specialise in Retirement Planning for Companies and Directors, Family & Business Protection, Individual and Trustee Investments and Trust and Estate Planning Investments to mitigate Inheritance tax.

Expertise


Retirement Planning for Companies and Director's e.g. SIPP & SSAS schemes and trustee investments
Investments for Individuals and Trustees e.g. ISA's, Risk Related portfolio's and Income creation
Family & Business Protection
Estate Planning for retired people and their families

Experience

  • John Ward Wealth Management

    Principle
    2011 - Current
    Formed new business in January 2011
  • Top 20 Firm of Accountants

    Regional Director of Financial Planning
    - Current
  • John Ward Personal & Corporate Wealth Management

    - Current
    John Ward Personal & Corporate Wealth Management

Education History

  • Gcse and A Levels

    Altrincham Grammar School for Boys
    1968 - 1975

Qualifications

Diploma In Financial Planning

Clubs and Associations

Ashley Cricket Club
Old Altrinchamians

Interests and Hobbies

Cricket, Golf, Fishing and Family Holidays

Email John

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