John Llewellyn-Jones
Financial Adviser (DipPFS, ACA) - AFH Wealth Management St Albans
About me
I joined Avidity Wealth Management (AFH Wealth Management St Albans) in October 2014 after spending 12 years in the retail banking industry including. This included 5 years as Chief Financial Officer of HSBC UK between 2008 and 2012.
I am a Chartered Accountant, and hold both the CII Diploma in Regulated Financial Planning and the AF3 Pension Planning qualification which enables me to advise on all types of pension switching and lifetime allowance planning issues.
I also specialise in investments and tax planning.
I live in St Albans with my family, and enjoy a bit of sailing, golf, tennis, hiking and running.
Location
Hertfordshire
Tax planning is not regulated by the Financial Conduct Authority