John Hockney

John has been involved in the Financial Services industry since 1987, initially working for UK Life Companies, before moving to the Isle of Man during 1995 to establish a Financial Services Department for an Offshore Bank (UK Owned). During 2001 he established Hockney Stevens Investment Services Ltd, to provide bespoke quality financial advice on an impartial basis to local, international and corporate clients alike.

John is an Associate of the Personal Finance Society by examination and achieved Chartered Financial Planner status during 2013. Since October 2012 John has acted as Chairman of the Isle of Man Region of the Personal Finance Society and President of the Isle of Man Insurance and Financial Services Institute (the local branch of the Chartered Insurance Institute) during 2014.

Advanced Diploma In Financial Planning (APFS)

Chartered Financial Planner

Certificate:

Financial Planning 1
Financial Planning 2
CF2 – Investment & Risk

Diploma:

J01 – Personal Taxation
J02 – Trusts
J04 – Pension Funding Options
J05 – Pension Income Options
J06 – Investment Principles, markets & environment
R01 – Financial services, regulations and ethics

Advanced Diploma

AF1 – Personal Tax & Trust Planning
AF3 – Pension Planning Process
AF4 – Investment Planning Process
AF5 – Financial Planning Process