Lifestyle financial planning

Meet your team

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John Surgenor

Chartered Financial Planner

Meet John

John at work

I’ve worked in financial services since March 1987 and I founded Barrington Hamilton in February 2009. I’m a Lifestyle Financial Planner and specialise in helping clients prepare for retirement by helping answer their ‘big’ questions. Because of my pensions expertise, I work with a number of trusted family and divorce lawyers.

 

John at home

I’ve been married to Lee for 13 years and have two adult children. Outside of work, I enjoy reading, especially history books, fly-fishing, gardening and supporting Leeds United. We have two cute Jack-A-Poos – Archie and Winnie – and love walking them at weekends.

I’m actively involved with Neuroendocrine Cancer UK and was delighted to be asked to become an Ambassador. My ‘alter ego’ is Financial Guidance Guy; offering free financial guidance and opinion to families affected by Neuroendocrine cancer.

 

Important information

We strongly recommend that you check the credentials of any financial planner or adviser before you decide to work with them. Any FCA registered financial professional will have an annual Statement of Professional Standing (SPS). You can view John’s by clicking here.

 

Likes

Dislikes

  • The M25
  • Animal cruelty
  • People getting ripped off by rogue ‘advisers’
  • Large restricted advice firms
  • Tomato ketchup

“Be who you are and say what you feel, because those who mind don't matter, and those who matter don't mind.”

Bernard M. Baruch

Fancy a chat?

We’d love to hear your story and find out what you want the next chapter to be.