John Burns
Financial Planning Consultant BSc, DipPFS in Shropshire
A little bit about John
John was born in Sunderland. He served an apprenticeship as an Electrician and worked as a qualified Electrician. During that time, he gained a First Class Honours degree in Electrical Engineering and subsequently worked as a Flight Control Systems Engineer in the Avionics industry.
He also served in the Royal Navy for 7 years and left with the rank of Lieutenant Commander. He then worked as a Senior Lecturer in Higher Education followed by a spell as Regional Director for a charity, The Year in Industry Scheme.
For the last 30 years he has worked in Financial Services as a Financial Adviser and brings an unparalleled depth of experience to this role. He believes in keeping things simple and ensuring that his clients fully understand their investments.
Start the conversation
Speak to me if you’re interested in preparing for tax year end, or just want advice on making your money go further.
Contact me today
Tackle tax year end with confidence
Tax rules can seem pretty impenetrable. With the new Budget, and so many different allowances and regulations to keep up with, it’s no wonder millions of us end up accidentally missing opportunities - equating to millions of pounds a year.1
In this case, ignorance really isn’t bliss. And by confidently preparing for tax year end, you can be sure you’re getting all the money you’re entitled to - whether that’s by saving as much as you can tax-efficiently or just using your allowances to their full extent.
I can go through your financial position with you, so you’re ready for tax year end on 5 April. Did you know, for instance, that only 1 in 7 savers fully use their ISA?2 Or that you could be one of the 2m couples3 who aren’t making the most of their marriage allowance?
Together we can make this tax year end something to celebrate, rather than pass by. Get in touch for your tax year end review, or a cashflow modelling session to understand your financial position better.
For ISAs, Investors do not pay any personal tax on income or gains, but may pay unrecoverable tax on income from stocks and shares received by the ISA managers.
Tax treatment varies according to individual circumstances and is subject to change.
Stocks and Shares ISAs invest in corporate bonds, stocks and shares and other assets that fluctuate in value.
2 Source: https://ifamagazine.com/just-one-in-seven-brits-use-their-full-isa-allowance-survey-shows/
3 Source: https://moneyweek.com/personal-finance/605717/marriage-tax-allowance
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