John Boss
Managing Director at Aegis Financial Planning Limited- Claim this Profile
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Bio
Desmond Daly
John , has provided excellent advice , to many off my connections, over the past four years. Always offering quality advice and great service. His firm have alway dealt with my referrals in a very professional manor. I’m very happy to recommend John and his Team . You always need to make sure that the clients needs are the number one priority and I’ve always felt that this will be taken into consideration.
Nick Pulley
I've had the pleasure of working with John since 2014 and have benefited greatly from his insight and expertise. Always a delight to speak or meet (remember those days?!) with, John unravels the complexities and speaks straight-English even when describing innovative investment plans.
Kim Harris
John has a very wide range of skills but his in-depth knowledge and success in the markets is quite astounding.
Desmond Daly
John , has provided excellent advice , to many off my connections, over the past four years. Always offering quality advice and great service. His firm have alway dealt with my referrals in a very professional manor. I’m very happy to recommend John and his Team . You always need to make sure that the clients needs are the number one priority and I’ve always felt that this will be taken into consideration.
Nick Pulley
I've had the pleasure of working with John since 2014 and have benefited greatly from his insight and expertise. Always a delight to speak or meet (remember those days?!) with, John unravels the complexities and speaks straight-English even when describing innovative investment plans.
Kim Harris
John has a very wide range of skills but his in-depth knowledge and success in the markets is quite astounding.
Desmond Daly
John , has provided excellent advice , to many off my connections, over the past four years. Always offering quality advice and great service. His firm have alway dealt with my referrals in a very professional manor. I’m very happy to recommend John and his Team . You always need to make sure that the clients needs are the number one priority and I’ve always felt that this will be taken into consideration.
Nick Pulley
I've had the pleasure of working with John since 2014 and have benefited greatly from his insight and expertise. Always a delight to speak or meet (remember those days?!) with, John unravels the complexities and speaks straight-English even when describing innovative investment plans.
Kim Harris
John has a very wide range of skills but his in-depth knowledge and success in the markets is quite astounding.
Desmond Daly
John , has provided excellent advice , to many off my connections, over the past four years. Always offering quality advice and great service. His firm have alway dealt with my referrals in a very professional manor. I’m very happy to recommend John and his Team . You always need to make sure that the clients needs are the number one priority and I’ve always felt that this will be taken into consideration.
Nick Pulley
I've had the pleasure of working with John since 2014 and have benefited greatly from his insight and expertise. Always a delight to speak or meet (remember those days?!) with, John unravels the complexities and speaks straight-English even when describing innovative investment plans.
Kim Harris
John has a very wide range of skills but his in-depth knowledge and success in the markets is quite astounding.
Experience
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Aegis Financial Planning Limited
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United Kingdom
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Financial Services
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1 - 100 Employee
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Managing Director
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Dec 2020 - Present
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Founder
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Mar 2014 - Dec 2020
Designed by Accountants for Accountants, the Aegis Partner Programme creates substantial opportunities for accountancy practices across the country, increasing the value of your practice and enabling you to participate in the value of ours. Not all IFA’s are the same.We at Aegis have partnered with accountants for many years delivering high quality financial services to practice owners and their clients. The Aegis Partner Programme has been developed with accountants to ensure that we have all of the services that could be of use to your clients. When referring clients, only the best is good enough!In addition to the income we generate we also add further value in less tangible ways substantial such as CPD, marketing, seminars and business coaching.We also provide access to a wide range of services to SME’s and owners aim at significantly impacting the bottom line. These include:Forensic Cost Reduction – Energy, Rates, Telecoms, procurement, fleet etc.Outsourcing – Cost saving for outsourcing accounts preparation and other compliance work.Capital Allowances and R&D Allowances.Tax Allowances – Ensuring that all tax allowances are being utilised including tax efficient insurances.Coaching and Non-executive support – Introducing specialist temporary support to assist businesses meet their objectives.Banking Facilities – Accounts, Borrowing, etc.For more information, or to arrange an initial exploratory meeting contact us at:info@aegisfp.com or call us on 0845 5610102
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Education
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1991 - 1994
University of Essex
Bachelor of Arts (B.A.), Economics
Community
