John Skipton

Financial Planner

Professionally

I’ve been in the financial services profession since 2005 and qualified as a Financial Planner in 2009. I joined PFM Associates in 2014.

I provide advice regarding all areas of financial planning, working with both individuals and companies. A holistic approach to meeting clients’ personal and financial objectives is very important to me. Pensions and retirement planning, inheritance planning and investments are key areas, however, I can confidently deal with most financial planning requirements.

Personally

My wife and I have a young son and daughter and we enjoy spending time as a family. I have an interest in a variety of sports, technology, music, reading and cooking, especially on the BBQ.

Likes

  • Basketball/NBA
  • Time with family and friends
  • Holidays
  • Music
  • Football

Qualifications

  • Certificate in Life & Pensions
  • BSc(Hons)
  • CertPFS
  • DipPFS
  • DipFP - Diploma in Financial Planning

    This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
  • R01 - Financial Services, Regulation and Ethics

    This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
  • R02 - Investment Principles

    This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
  • R04 - Pensions and Retirement Planning

    This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
  • R06 - Financial Planning Practice

    This qualification helps advisers develop and demonstrate their financial planning capabilities.
  • AF7 - Pension Transfers

    The objective of this pension transfer qualification unit is to develop the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits.
  • CF1 - UK Financial Services, Regulation & Ethics

    The objective of this unit is to develop an understanding of the financial services industry including regulation and legislation.
  • CF2 - Investment and Risk

    This examination assesses a knowledge and understanding of investment products and the risks involved.
  • CF3- Financial Protection

    This examination assesses a knowledge and understanding of financial protection plans.
  • CF4 - Retirement Planning

    This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
  • CF5 - Integrated Financial Planning

    This module provides a solid grounding in the financial services industry and its regulation.

Ready to start your journey?

If you have any questions or would like to organise a no-obligation consultation at our expense, please complete this form.

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