John Beattie

Trainee Mortgage and Financial Adviser

My profile

I am currently training as a Mortgage & Financial Adviser with a passion for helping individuals and families achieve their homeownership and financial goals. I have a deep interest in finance generally and have A levels in Economics and Business.

I am enthusiastic about leveraging my administrative background and burgeoning financial knowledge to provide exceptional service and tailored financial strategies to clients*. I am currently pursuing the CII’s Certificate in Mortgage Advice and Certificate in Financial Planning while actively expanding my understanding of mortgage products, investment strategies, and financial planning. I am currently on track to become the youngest ever dually qualified adviser in the UK.

*And because I am a Gen Z, using AI is second nature to me!
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