John has worked in financial industry for over 27 years with the first 12 years working as an independent financial advisor/ mortgage consultant. In this time he has gained vast experience dealing with individuals and families, helping them through sometimes difficult periods that we all have in life, from the stresses of moving home to making sure your children and loved ones are protected.
In 2003 John became a director of his own company offering Mortgage and Protection Advice to whole of market and eventually, through demand, introduced Will and Estate Planning facilities to help with the growing need to connect both areas of expertise.
John says: “I take my job very seriously and I am aware of the responsibilities I have to everyone I meet. My motto has always been the same, “providing peace of mind for individuals and families protecting your family’s future.”
I believe we live in a time where our families have acquired more wealth than ever before, mainly through owning a home or receiving inheritance from loved ones. It is our responsibility to protect and ring fence this from the possibility of paying tax twice and more importantly to make sure that our children continue growing without the worry of poverty in the future.”
Head of Administration
Graham has previously worked in the retail and entertainment for different sector companies over the last 15 years progressing from junior level into management and has spent a number of years developing his management skills in Flagship stores.
Graham joined the team in January 2013 as Head of Administration, bringing his experience and knowledge from his retail background to provide a comprehensive service to all our clients.
Graham says: “Moving from the retail to the financial sector has brought a new and exciting challenge. After joining several years ago, I have learnt so much and enjoy looking after our clients.”
Becca is currently training to be an office Administrator for both Will Trust and Protect Ltd and WT&P Lending Ltd.
“I enjoy gaining work experience here at both Will Trust and Protect Ltd and WT&P Lending Ltd.”