IFA
Independent Financial Adviser
Southport
I am a fully independent financial adviser at Tavistock Partners. I am based in Southport in the North West but have clients scattered across both England and Wales. I have over 30 years’ experience in financial services much of which has involved delivering professional advice to clients.
I believe financial planning is very serious. But arranging it doesn’t have to be. I provide jargon-free financial advice focusing on building and protecting the wealth and financial health of my clients. I haven’t done my job properly if there is such a thing as an unanswered question, unclear solutions or questions of trust and competence. My independent status means I can offer advice on all aspects of financial planning using products from across the whole market.
My key areas of expertise include mortgage borrowing, investment and wealth management, pension and retirement planning, lifetime and later life planning, wills, power of attorney and both personal and business protection. I put my clients at the heart of everything I do ensuring that I operate with the highest level of integrity and transparency.
In providing a bespoke recommendation and through an excellent ongoing service, I am committed to a successful long-term relationship with my clients, guiding them through the many different lifetime events that most all of us experience, some inevitable, and others unexpected, and helping them achieve their aspirations and goals.
I specialise in the following advice services:
Business Protection Planning
The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.
Home & Contents Insurance
The largest and most important purchase most of us will ever make in our lifetime is our own home.
Investment & Wealth Management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Later Life & Estate Planning
We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.
Mortgage Planning
Securing the right mortgage can make the difference between a property that becomes a happy and secure family home and one that ends up as a financial burden.
Pension & Retirement Planning
When you think about the future, what does your retirement look like to you? An important question which we can help you answer.
Personal Protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Wills & Power of Attorney
Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.
Workplace Pensions
As an employer, you must auto-enrol certain staff into a workplace pension scheme and contribute towards it in order to meet legislative obligations.
Contact John Boye, your local adviser
We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.