John Thornton MBA APFS CFPtm Chartered MCSI
Director – Financial Services
John qualified as an IFA in 1993 and joined Cansdales Ltd in October 2005 and is responsible for all aspects of financial planning and advice for the company.
He is directly authorised with the FCA. He is an MBA graduate and qualified advisor with CII Advanced Financial Planning certificate including pensions. He is also a member of the Chartered Institute for Securities and Investments and holds the certified financial planner license. John has worked with both individuals and companies providing long terms solutions and has over 26 years experience in the field of investment, all types of pension and UK tax financial planning. email@example.com T: 01494 765428
Personal Assistant to the Director of Financial Services
Louise joined Cansdales Ltd in October 2018.
Kat Mock FPFS, ACSI, Certs CII (MP & ER)
Kat has worked in the financial services industry for fifteen years and worked alongside financial planners in various roles.
Since becoming a paraplanner in 2010, Kat has become a Fellow of the Personal Finance Society and was very proud to be awarded Paraplanner of the Year 2017 by the Professional Paraplanner magazine.
Kat prides herself in providing a personal, incredibly detailed and bespoke paraplanning support to our clients.
Specialities: Trusts and estate planning, lifetime cash-flow planning, investments, pensions, defined benefit transfers, product research, report writing