John is the Director of Operations at Brighter Financial Services Ltd,
John manages the operational processes for the practice ensuring alignment of resources with key business development objectives .John carries his own client bank and is responsible for adviser development to meet key strategic targets.
He is currently supporting the business development team to help create a later life financial planning proposition
He holds the prescribed responsibility (SMF17) as the Anti Money Laundering Officer.
Statement of Professional Standing
- Member of CII
- Member of PFS
- Diploma in Financial Planning
- Financial Planning Certificate, 1, 2, 3.
- Certificate in Mortgage Advice
- Certificate in Life and Pensions
- Award in Long Term Care Insurance
- CII Advanced Mortgage Professional with Equity Release
- JO8- Financial Planning practice
- MAQ-Mortgage Advice Qualification
- R01-Regulation, Legislation and Code of Ethics.
- RO4-Pensions and Retirement Planning
- CF1- Regulation and Ethics
- CF3-Financial Protection
- CF4-Retirement Planning
- CF5-Integrated Financial Planning
- CF8-Long Term Care Insurance