Ensuring your finances
give you the life you want

I have known John for over ten years and he has always been very reliable and acted with the highest integrity. I engaged John's services when I turned 50 and decided I needed to take my retirement planning a bit more seriously. Having had a corporate career I had good retirement provision but I was not sure what all my assets really amounted to and whether it was enough to enjoy the retirement I wanted. John's approach to financial planning has been first class. He has helped me refine my retirement goals and ensured that the assets I hold are held for the right reasons and are as tax efficient as possible. The advice John has given me is totally based on what is right for me and my family. Working together, John has helped me move into retirement at 59 which is earlier than I expected. This has given me the confidence that I can spend my time doing the things I want to, when I want, safe in the knowledge that my finances are in great shape. I would recommend John to anyone who wants to they have the right plan in place to enjoy a happy retirement.

My pension arrangements and tax position were complicated due to the sale of my business and John helped sort these out by liaising with my accountant and various others. I could not believe the amount of tax I saved by the change in strategy that he recommended.

I have known John Mortimer for twenty years, he is a gentleman, knowledgeable on his subject and highly respected by those who are associated with him. He has advised my late wife Polly and I on our pensions and private means to our benefit, being careful in spreading the risk factors and making sure we felt secure in our dealings.

Retiring and selling shares in our family business was life changing. Unfortunately, we chose the wrong IFA for our needs and the bad advice we received was an expensive learning curve. John has calmly guided us through troubled waters; he is a safe pair of hands whom we have come to trust unreservedly. We can rely on his first class service giving immediate attention when required, dispelling worry and concerns.

John has advised my parents for most of his career. Now that I have to pick up the reins, it is evident that John has done an excellent job for them and given them the financial stability they needed. He is also a thoroughly decent gentleman to deal with who is prepared to take the time to discuss my parents’ affairs and find practical solutions to care funding and inheritance issues.

I have been with John Mortimer for a very long time. I trust him implicitly and have never considered, or even thought of, seeking advice elsewhere. I have found him to be unfailingly thoughtful, resourceful and the producer of first class advice backed by reasons that even I can understand. Now that I am retired I am reaping the benefit of his advice and direction and my family will continue to do so. I have no hesitation in recommending him to anyone looking for someone with the above attributes and abilities.