John Laverick

Areas of expertise

Pensions and Divorce
Defined Benefit Transfers
Lifetime and Annual Allowance
Care Funding Planning
Inheritance Tax Planning

Experience

I have been a Financial Planner for 30 years and have been with this company for 23 years.

Notable client work and achievements

I deal with all types of clients but tend to specialist in clients who are decumulating from their pensions pots. Including dealing with Lifetime Allowance issues.

Professional qualifications and memberships

Chartered Financial Planner
Associate of the Chartered Insurance Institute
PTS Specialist