John Breen- Client Director, Asset Management

John began his Financial Services career in Dublin in 1982. He moved to the UK in 1989 and subsequently
joined Truestone in January 2007. As a Client Director, John has responsibility for a diverse set of clients with special responsibility for a number of Truestone affinity groups.

John offers advice across a wide range of financial planning needs. He has many year’s experience assisting clients with pensions, protection and investment planning.

John has qualifications to full Financial Planning Certificate level and a wealth of experience gained in a number of differing roles within large organisations such as Friends Provident, HSBC Private Clients and
Bank of Scotland Investment Service.

John is a firm believer in true independent financial advice and seeks to communicate with clients in a manner that suits them. He maintains that it is vitally important to reach a level of trust and understanding before you can take on the professional responsibility of advising individuals on how to achieve their financial goals.

Away from work, John spends his time with his extended family of six children and partner, Jan. He is still a keen sportsman and plays golf whenever possible. Contact John.

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John Breen

 

Truestone Ethical Investing