Our People

John Morton Associates is proud to offer a rare blend of complementary skills arising from a variety of different backgrounds, experience and qualifications.

John Morton Dip PFS

John is married with four children and a grandparent too. John spent his childhood in Northern India and read law at Trinity College Oxford.

He is treasurer and honorary secretary of the Free Forester Cricket Club and Chairman of Governors of St Joseph's Primary School with special responsibilities for budgeting and finance.

John worked at Board level in the engineering industry for 20 years before moving to financial services in 1981.
Through this he gained a wealth of commercial, financial and business experience which he
is now able to bring to bear on the problems and opportunities faced by his clients.

He continues to excel at passing exams related to some of the more complex areas of
financial planning and consequently is a specialist in the retirement field with the necessary
Chartered Insurance Institute qualifications.

Graham Wand Cert PFS

Young enough to enjoy life to the full but nearly old enough to receive free doctors'
prescriptions, Graham delights in giving most of his spare time to his grandchildren and children. And occasionally fits in a bit of Golf with a handicap of between 18 and 26 depending on the weather.

Graham started work as an articled clerk to a firm of Chartered Accountants. He later became the Credit Manager of a finance company and Sales and Marketing Director for a packing machinery company.

With 20 years providing financial advice Graham is a Cert PFS qualified independent financial adviser and enjoys a very close relationship with many long-standing clients.

Yoel Doron BA (Econ) Cert PFS

Born on a kibbutz in the picturesque Western Galilee area of Israel.  Yoel is married to Sharon, his wife of over 39 years, and they have four children and five grandchildren. He is a regular swimmer and avid football fan and enjoys reading, music and travelling.

Yoel gained an honours degree in Economics and Business Management from Haifa University in 1980.

Since graduating Yoel has held several senior posts across a wide spectrum of industries including Financial Auditor, National Sales Manager and Financial Director.

Yoel's 22-year career in financial planning began in 1988 as Financial Adviser for Confederation Life, which later became Sun Life Financial of Canada.

In early 2001 Yoel became an Independent Financial Adviser allowing him the opportunity to offer financial products from the 'whole of the market' to both individuals and small companies.

Yoel is a highly qualified member of the Personal Finance Society holding Cert PFS. He also has the Risk and Investment Certificate (CF2)