Areas of expertise
Private Client Investment Management; Estate Planning & Probate; Charitable Trusts; Professional Intermediaries
John joined Cunningham Coates in February 2016 having previously held a senior position with a Belfast based wealth management firm. Bringing 17 years experience John manages investment portfolios for private clients, trusts, companies, pensions and charities on a discretionary and non-discretionary basis. He is well known locally for his probate experience providing succession planning and guidance to the next generation. John graduated in 1999 from The Queen’s University of Belfast with a BSc (Hons) degree in Economics and MSc in Finance.
Notable client work and achievements
- Portfolio construction for a wide variety of high net worth clients and corporates.
- Working alongside legal professionals to transfer high net worth and complex estates to the next generation.
- Honorary Treasurer and Director to a large NI based charity, providing ongoing investment and financial advice to the board of trustees.
- Working with financial planning colleagues to provide a holistic long-term financial strategy for clients.
John is a Fellow of the Chartered Institute for Securities & Investment and is currently President of the Northern Ireland Branch.