Meet John Walker

Chartered Financial Planner

At work

After a 20-year career in Sales and Computing, John began working in financial services in 2002. He initially worked for the financial services arm of a firm of accountants based in Halifax. He joined Pen-Life in 2011 and qualified as a Chartered Financial Planner in 2012. He has a wealth of experience advising about pensions and has specific expertise in investments and Inheritance Tax planning. He has extensive experience helping clients grow and protect their wealth; using a variety of tax effective investment strategies to help clients achieve their goals and aspirations. John thoroughly enjoys the process of advising. In his own words, “it’s often possible to make a real difference to people’s wealth and wellbeing”.

At home

John was born in Bridlington and, apart from three years away at Loughborough University, he has lived in Yorkshire all his life. He lives between York and Malton with his partner Julie, their two grown-up children, Joe and Alice, now having flown the nest. John’s interests include walking, gardening and music. He even plays the U-Bass in a ukulele band, ‘The Grand Old Uke of York’.

The important stuff

All regulated financial advisers firms must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find PenLife’s entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified. You should be wary of any advisers who refuse to provide copies of their SPS. If you wish to see any copies, you can request this over the phone or via email using the information on the Contact Us page.