John Whitehurst

FPFS

Senior Paraplanner

John joined JPB Financial Planning in 2017 and has worked in the financial services industry since 2003. He is a Chartered Financial Planner and a Fellow of the Personal Finance Society (PFS), as well as an Associate Member of the Society of Trust and Estate Practitioners (STEP), reflecting his depth of technical expertise and commitment to professional excellence.

As a Senior Paraplanner, John plays a key role in supporting the Directors in formulating tailored advice across a broad spectrum of financial planning areas. His areas of specialism include pensions and retirement planning, trusts and estate planning, and Inheritance Tax mitigation. John particularly enjoys the technical aspects of financial planning and uses his knowledge of investments and pensions to help advisers meet the unique goals and objectives of each client.

Outside of work, John enjoys spending time with family and friends. A lifelong supporter of Stoke City FC, he has proudly held a season ticket for over forty years.