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John Walton

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My profile

“Always here to assist you with your financial objectives for the future, no matter what stage in life you are at.”

My philosophy is rooted in over 15 years of experience in financial services, helping clients build and protect their savings for the future.

I offer a range of financial planning services, including:

  • Medium-Term Savings: Creating a reservoir of capital to underpin your financial security.
  • Retirement Planning: Providing for a retirement you can look forward to.
  • Early Mortgage Repayment: Creating a strategy to pay down the debt earlier than the mortgage term.
  • Portfolio Review: Assessing current investments to identify and remove any underperforming assets.
  • Tax Efficiency: Sheltering investments from tax to maximise returns.
  • School Fees: Developing an investment plan to finance your children’s education.

How I work

I understand that everyone has unique financial ambitions and priorities. My approach involves building a personalised financial plan that aligns with my clients’ specific financial goals. As a seasoned financial planner, I specialise in employee benefits, private financial planning, pension options at retirement, pension planning for retirement, savings and investments, business solutions, and trust and estate planning.

How I Help My Clients

I work collaboratively with clients to create bespoke financial plans that deliver their ambitions and aspirations. My commitment to tailored strategies, decisive actions, and first-class ongoing service is designed to help you realise your longer-term financial goals, whether they are complex or straightforward.

The Value I Add

My clients benefit from peace of mind, knowing that I am always here to assist them now and into the future. I guide them through life’s changing financial goals, providing continuous support and expertise.

Main Areas of Advice

Overall financial advice tailored to your unique situation and objectives.

Biography

Outside of work, I am passionate about football, golf, and enjoy walks with my pet dog Alfie.

Meet My Team

Karen, with her 30+ years of experience in financial services, is the backbone of the team. Her expertise ensures the smooth running of the department, allowing me the essential time to focus on my clients.

The value of your investment can go down as well as up and you may not get back the full amount invested.

The Financial Conduct Authority does not regulate taxation and trust advice.

Your home or property may be repossessed if you do not keep up repayments on your mortgage.

The Financial Conduct Authority does not regulate university/school fees planning.

A pension is a long term investment. The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available. Pension income could also be affected by interest rates at the time benefits are taken.

The tax treatment of pensions in general and tax implications of pension withdrawals will be based on individual circumstances, tax legislation and regulation, which are subject to change in the future.

Foster Denovo Limited is authorised and regulated by the Financial Conduct Authority. FCA Reg No. 462728. You can check this by visiting the Financial Services Register on the Financial Conduct Authority’s website: http://www.fca.org.uk/.