S Johnson Wealth Management Llp company information, Employees & Contact Information

We help plan and simplify your investment needs. We are able to take over existing portfolios or help transform your savings into bespoke portfolios to avoid having your finances harmed by low interest rates and increasing inflation. Contact us for a free review of your existing investments, so that we can discuss how we can help you to plan for the future. For more than twenty years we’ve been helping our clients to make bespoke, informed investments. We understand that planning for your future and managing the savings and assets which you’ve worked to accrue is personal. We prefer to discuss your aims and concerns together, at a location where you feel comfortable and at ease, so that we can create bespoke portfolios optimised to your personal needs. We’ll ensure that your investments meet your own ethical standards, that your portfolio isn’t dominated by one particular kind of asset, and that you feel in control of your finances. We believe in having frank, honest conversations about your goals, and we won’t baffle you with industry jargon; you deserve to feel confident about how your savings and assets are being cared for. We believe that our years of experience and the long-lasting relationships with our many satisfied clients are a testament to the quality of work that we do, but we’re also proud of the time and energy we’ve put into advanced study and qualifications. Our partners are qualified in Investment Portfolio Management, Financial Planning and Process, Personal Financial Planning, Corporate Financial Planning, Taxation & Trusts, and Pensions. As a Chartered Financial Planner, Steven is one of a select group of individuals who hold the highest available qualification, based on both academic excellence and practical experience. We are Authorised and Regulated by The Financial Conduct Authority FCA no. 631765.