John Spencer

Practice Areas

I have over 30 years’ experience of providing independent financial advice to high net worth families, charities and corporate clients, many of whom have been clients for over 20 years. I am a strong believer that providing holistic financial planning in tandem with my colleagues in the legal and tax professions and with regular reviews over the long term are the keys to achieving financial security and prosperity.

Specialisms include esoteric investments (EIS/VCT/AIM), pre and post retirement, later life care and succession planning. I take pride in ensuring my clients enjoy a comfortable retirement and maximise the estate they pass to loved ones.