The people who make it happen
John has organised and delivered numerous retirement, redundancy and mid-career financial planning courses for employees of public and private sector organisations. These have ranged from BAe Systems, BNFL, HMRC, NHS to Colleges and Universities, Local Authorities and Civil Service Departments.
A graduate of the University of London, John is qualified as a Chartered Financial Planner.
John lives in Flintshire with his partner Jennie and their two dogs, ranging from a German Shepherd to a Chihuahua. Outside of work, he enjoys hill walking, boating and travel. He also has a keen interest in politics and current affairs.
Prior to joining Planned Future, Clair spent 6 years working with an IFA firm in Shropshire as Administrator and later Office Manager. This followed from 3 years with a local Building Society in Oswestry as a Customer Adviser offering account opening and transactional services. During the last 9 years within the Financial Services industry she has learnt and developed her skills and qualifications, and has now obtained the Diploma in Regulated Financial Planning. Clair is continuing her studies towards gaining the Advanced Diploma.
Clair lives near the Shropshire boarder and outside of work she enjoys spending time in the country with her dog Shyla and socialising with friends and family.
Matthew joined Planned Future back in January 2018 after working for an Employment Law specialist as a Business Development Executive for three years. Prior to this Matthew gained a degree in Business Management.
Some of Matthew’s responsibilities include helping our existing business clients develop their workplace financial education program, making sure they receive the greatest level of support and to seek further avenues in which to develop Planned Futures position as a leading supplier of workplace financial education.
Matthew now lives in Chester and is an avid golfer in his spare time.
Jessica is a trained Personal Performance and Executive Coach, Trainer and Speaker with a 20 year background in corporate marketing. She is passionate about helping others to achieve both their career and personal aspirations.
With a head for business and a heart for people Jessica marries a methodical, systemised approach to her work with an infectious energy and enthusiasm which brings a sense of clarity and motivation to those she works with.
With two young boys, family time is precious. Jessica is also a keen music fan and loves seeing her favourite rock bands play live.