John Gouldson (CFP)


Private Client Adviser

How long have you been in this industry? 26 years 

What were your previous occupations? Teacher 

What are your qualifications? 

Why did you join your industry? Needed a change. 

How did you get started in your industry? Through my accountant. 

What advice would you give someone starting out in your industry? It is going to get even more difficult because of over regulation. 

What do you enjoy most about where you work? Planning strategies with people. 

What one word would you like people to use in describing the way you do business? Helpful. 

What products/services do you sell/offer? Strategies and investments that suit client needs. 

What is your point of difference? Value adding. 

What significant changes have taken place in your profession over the years? More and more regulation which will not solve the 'bad adviser' problem.