Private Client Manager
John has spent a career helping clients with their financial planning. Initially advising clients in the UK on behalf of HSBC, he moved to Guernsey to lead the bank’s onshore and offshore financial planning team before accepting the same responsibility in Jersey. Dublin then beckoned, where John worked cross-border, advising clients of HSBC’s Swiss Private Bank in Geneva.
After a short spell working with a group of UK independent financial advisers, John moved to Geneva to work as a Private Client Manager, providing advice and ongoing services for the clients of a Swiss-based wealth management company.
John is now part of the Blevins Franks family and is based in the Algarve office in Loulé. He works closely with our clients to ensure they have all the help and guidance they need in managing their financial affairs and investment portfolios.
He is supported by the local team, as well as our in-house tax advisers, pensions, investment and client services specialists based in London and Malta.
A member of the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS), John holds the diploma in financial planning (Dip PFS), as well as being a qualified European Financial Adviser (EFA).
John Poulter is an adviser for Blevins Franks Wealth Management Limited (BFWML) which is registered with the Malta Financial Services Authority. He is a member of the Chartered Insurance Institute (CII).
Office/s: Loulé