John Farrell

Chartered Financial Adviser

FCA reference number: JAF01132

I have more than 25 years of experience in financial planning and wealth management and specialise in a broad range of planning. Before joining Hargreaves Lansdown in 2012, my career included roles in insurance, financial planning, investment management, and private banking. I have achieved Chartered and Fellowship status.

I seek to work closely with my clients to review and build their plan together, typically over a number of meetings as may be required.

A key starting point is to understand the objectives and aspirations, to know the bigger picture, be that as part of retirement planning; to achieve specific financial goals; to achieve and maintain financial independence; or to preserve or pass wealth onto family.

Asset and cash flow analysis can be utilised to incorporate long-term planning with consideration of required capital and income needs, and investment return and capacity.

I liaise with the extensive Technical, Research and Investment Team resources at Hargreaves Lansdown as may be required to assist the advice and planning process.

Advice can be provided as part of a need for a full financial review or advice on a specific topic or area of your planning.