About us

John Coldwell

Director and Financial Planner

john@jcpi.co.uk 01943 600668 07717575631

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Meet John

John Coldwell has over 35 years’ experience in financial services.

He founded his own firm, John Coldwell Pensions and Investments, over 14 years ago. Since he began in 2005, John has focused on forging longstanding client relationships built on trust and professionalism.

At work

John runs the business from our office in Ilkley. He specialises in retirement planning and investment strategies for professionals and their families, whether they are approaching retirement or planning for the future. He also does extensive work with people who have been recently widowed; his expertise and empathy mean that he is the perfect adviser, guide and friend.

John is highly-qualified; his specific accreditations speak for themselves. He is a Chartered Insurance Practitioner and an Associate of the Chartered Insurance Institute.

At home

Living and working in Ilkley, John takes a keen interest in local affairs and enjoys the fact that his local area is the gateway to the wonderful Yorkshire Dales. Here he can fulfil one of his favourite pastimes: walking with his wife and their mad dog, Chile!

John also takes every opportunity he can to play golf and maintains a single-figure handicap.

The important stuff

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find John’s entry here.

All advisers must also carry an up-to-date Statement of Professional Standing (SPS). You should be wary of advisers who refuse to provide copies of their SPS. You can view John’s here.

 

The business isn’t just John alone. He is supported by:

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Jane Jones

Administrator

jane@jcpi.co.uk | 01943 600 668

Jane supports the administrative functions in the office, including preparing and arranging client meetings.

What our clients say

John has provided consistent and positive financial advice as an IFA to both myself and wife for over 10 years. His knowledge and experience in managing our financial investments has been really beneficial to us both. I have recommended his services to friends and would be happy to do so in the future.

Graham, Harrogate

A client since 2006

John Coldwell has been our financial adviser since our retirement six years ago. We have always found him to be extremely personable and professional, providing well informed and reliable advice and guidance.

Barbara, Menston

A client since 2013

John has been recommended by my parents for his experience and expertise in financial advice. We are making provision for our children and planning for the future, John has been amazing in understanding our circumstances and being so accommodating with meetings and his time.

Joanne, Cheadle

A client since 2017

John is honest, reliable and trustworthy.

David, Baildon

A client since 2015

John has for a number of years offered sound advice and passed on his knowledge of the markets. He has travelled down to London on many occasions to discuss matters and has outlined matters every step of the way. I consider John not only my financial adviser but also a true friend.

Kevin, Bexleyheath

A client since 2014

John has been my financial adviser for a number of years. He helped me to set up a SIPP and advised on my pension investments. He is always available to answer my questions and his financial knowledge is second to none. I would not be in the sound financial position that I am today were it not for John's expertise. I have recommended his services to a number of friends who I know have not been disappointed.

Nick, Blackpool

A client since 2014

John Coldwell has successfully been managing my pension portfolio for over 12 years. Throughout this period my pension fund performance has consistently outperformed my expectations. Whenever I have had to adjust or make changes to my pension plans, the one to one service I have received has been immediate and outstanding.

Jon, Leeds

A client since 2006

John Coldwell has all the experience needed to provide us with sound investment advice and his team are most helpful. One of the major benefits of John Coldwell Pensions and Investments is face-to-face advice when needed.

Alistair, Newport Pagnell

A client since 2007

Having known John in an official capacity for many years, I cannot remember an occasion when I have felt the standard of service could have been better. John cares and is honest and thorough in all his financial dealings. The greatest compliment is that my wife and I think of him as a friend, not our financial adviser.

Barry, Brighouse

A client since 2006

John has first-rate expertise and he has steered us successfully through the very complex pension legislation. He responds quickly and helpfully to all our queries.

Ken, Leeds

A client since 2015

I find John very approachable and helpful when discussing my goals, and then thorough when putting together an action plan!

James, Dewsbury

A client since 2017

We have been dealing with John Coldwell for a number of years and are more than happy with the service and advice.

Jane, Nottingham

A client since 2006

John has a wealth of experience in the area of personal financial management and has been able to help me transform what was a good final salary pension scheme into an excellent financial package for mine and my family’s future.

Colin, Hartlepool

A client since 2016

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