John Vailes
Senior Financial Planner
John's qualifications
At work
John is a UK Chartered financial planner, a Pension Transfer Specialist and holder of the Investment Management Certificate. He is also qualified in Australia with the Diploma in Financial Advice, bringing valuable insight for clients with cross-border needs.
Previously, John worked as an Investment Manager for a boutique wealth management firm in the UK. Today, he helps clients organise their financial affairs so they can achieve the best possible outcomes, with advice that is clear, structured, and built around what matters most to them.
With specialist expertise in risk, investment, and retirement strategies, John supports clients to build personal wealth and make more efficient use of their income and capital. The aim is simple: to help you meet your financial goals with confidence, so you can get on with living.
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Important Information about our Financial Planning Team
In the UK the term “Financial Planner” refers to professionals who meet UK regulatory and qualification standards, including FCA requirements. Our UK team members hold appropriate certifications and adhere to local regulations. For easy identification, our UK advisers will have (UK) at the end of their title.
In Australia the titles “Financial Planner” and “Financial Adviser” are legally restricted under the Corporations Act. Only ASIC-registered professionals listed on the Financial Adviser Register may use these titles when providing personal advice. Our Australian team complies fully with these requirements, and their credentials can be verified via the ASIC register.