Yiannis Soukovelos

DipFA Mlibf

Paraplanner

Yiannis joined JPB Financial Planning in December 2018, bringing with him a wealth of experience gained since entering the financial services industry in 1994. His career has spanned roles as both an Adviser and Sales Manager for major home service and banking organisations. In 2015, Yiannis chose to specialise in Paraplanning, where he could focus on the technical side of financial planning and contribute to client success behind the scenes.

He holds a Diploma in Financial Planning and is a member of the London Institute of Banking & Finance (MLIBF). With broad knowledge in investment and retirement planning, Yiannis is passionate about supporting the advisory team and helping clients work towards their life goals and financial aspirations.

Outside of work, Yiannis enjoys travelling, supporting charitable causes including UNICEF and the Whale and Dolphin Conservation (WDC), and spending quality time with family and friends.