Lincoln
John Drakes
Independent Financial Adviser
Important information
Qualifications
- Level 4 Diploma in Regulated Financial Planning (CII)
- Certificate in Mortgage Advice (CII)
- Certificate in Equity Release (CII)
- CeLTCI Certificate in Long Term Care Insurance (CII)
The RQF level 4 Diploma in Regulated Financial Planning meets the FCA’s qualification requirements for retail investment advisers, developing core technical knowledge and financial planning capabilities across six core areas.
This qualification meets regulatory requirements for advising on long-term care and covers the background and different types of long-term care available, impact of legislation and the relationship between adviser and client.
Get to know John
I have worked in advisory roles since 1988, so I’ve definitely got the hang of it now! This includes working with some of the UK’s biggest banking and insurance companies.
Most of my work is focussed on building investment funds for clients and helping them to build funds towards their retirement. I also help them to manage their funds and income, both leading up to and during retirement.
Outside of work
I’m first and foremost a family man, so that takes up most of my spare time. I also enjoy live music and comedy, and watching rugby.
What do you love about Flying Colours?
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