
Financial planning is a partnership and my approach reflects that. After many years working in the financial services sector, as a relationship manager, I understand the benefits of having a trusted Adviser to lean on. I believe in enabling individuals, families and businesses, through focused goals based financial planning, to deliver a clear path to financial freedom.
John started his career in 2005 working as a Mortgage Arranger for HSBC. In 2007 he took a role as a Premier Relationship Manager at Barclays Bank PLC. During his time at Barclays, he managed the personal relationships of some of the banks most complex and valuable clients. Over the years he has worked with a number of high-net-worth clients including, business owners, CEO’s, professional athletes, wealthy families and individuals.
John’s focus on lasting relationships has seen him become a trusted advisor to many. His experience makes him an excellent choice for those looking for long term advice and planning.
John Fogg Financial Planning was created by John in 2023 after 14 years of working in relationship management. The driving force behind setting up John Fogg Financial Planning was to help individuals, families and businesses access simple, effective and bespoke financial advice. John’s process can be simplified into 3 steps.
Step 1. Get to know you. Your goals and dreams for the future sit at the heart of everything.
Step 2. Provide you with bespoke investment advice and analyse your risks to provide you with options that will help to maximise the chances of you reaching your financial goals.
Step 3. Keep you on track as your finances are constantly evolving. At the core of the offering is a relationship approach that will see your goals and plans regularly reviewed and modified to keep them relevant.
This approach keeps you focused, your plans alive and gives you every opportunity to reach your goals.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected, and the value may therefore fall as well as rise. You may get back less than you invested.
We offer an excellent wealth management service which will help you achieve your goals
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 12/07/2023
The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.