Peter Johnson Email and Phone Number
I provide wealth management solutions by focusing on:• building on-going, long term relationships• helping clients build and preserve their wealth• protecting them against risk.This all starts with one-to-one, face-to-face advice, where I am here to help you plan for your future. Supporting you in your goals and objectives, then planning for consistent, medium to long-term returns, helping make your wealth the asset you’d like it to be.Our purpose at Walker Wealth Management Ltd. is to provide our clients with financial peace of mind. We achieve this through comprehensive wealth management, working with clients over the long term to understand who they are, what they want and helping them achieve it. Supporting our advice, St. James’s Place Wealth Management Group has over one hundred in-house experts covering all aspects of wealth management including investment planning, retirement planning, inheritance tax/estate planning and protection. I am happy to offer any advice on financial planning, so please feel free to email or message me. I have satisfied rigorous criteria relating to professional qualifications and ethical good practice, which means you can be confident that you are dealing with someone that is wholly committed to providing you with the best possible advice.Outside of work, I spend time with my young family, enjoy travel, and participate in a number of sports, such as football, cricket and golf.The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 22/10/2024
Walker Wealth Management Ltd
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Financial AdviserWalker Wealth Management Ltd Aug 2023 - PresentGreater Bournemouth AreaManaging your wealth should be simple. That’s why we’re making it personal. We give you face-to-face, one-to-one guidance to help you achieve your life goals.
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Trainee Financial AdviserSt. James'S Place Financial Adviser Academy Aug 2023 - Nov 2023Greater Bournemouth Area -
Deputy Specialist Mortgage Advice ManagerNationwide Building Society Mar 2022 - Jun 2023Bournemouth, England, United Kingdom• First line assurance we are delivering fair outcomes and legendry service to our members through thematic testing whilst identifying and reporting any conduct and regulatory risks.• Provide the operation with base line competence observations across our equity release and standard Mortgage Adviser population, detailed trend analysis, full end to end member journey review on a rolling 3 month’s basis – overlaying outcomes, competence trends, complaints data, policy & process to support… Show more • First line assurance we are delivering fair outcomes and legendry service to our members through thematic testing whilst identifying and reporting any conduct and regulatory risks.• Provide the operation with base line competence observations across our equity release and standard Mortgage Adviser population, detailed trend analysis, full end to end member journey review on a rolling 3 month’s basis – overlaying outcomes, competence trends, complaints data, policy & process to support continuous improvement of our people and our journey for our members.• Subject matter expert support for policy & process enhancements, bespoke coaching & feedback, supervisory support in the event of unplanned absence for Specialist Mortgage Advice Managers, upskill and sign off support for ad hoc initiatives – dual authorisation, house purchase – and supervisory back book support. • Facilitate quarterly calibration across management and the insight team to ensure consistency in the interpretation and application of our expectations. Design and deliver CPD/training/upskill content for our managers and advisers. Show less -
Specialist Mortgage AdviserNationwide Building Society Sep 2019 - Feb 2022Bournemouth, England, United Kingdom• Identifying and providing advice recommendations to meet customer needs across the permitted Mortgages for over 55’s product range (inc. equity release), via face to face and telephone interviews, ensuring vulnerable members understand the benefits, risks and limitations of all appropriate products and are aware of the potential implications.• Effectively use systems, calculators, and other relevant tools to support the customer journey. Identify needs for a vulnerable customer to receive… Show more • Identifying and providing advice recommendations to meet customer needs across the permitted Mortgages for over 55’s product range (inc. equity release), via face to face and telephone interviews, ensuring vulnerable members understand the benefits, risks and limitations of all appropriate products and are aware of the potential implications.• Effectively use systems, calculators, and other relevant tools to support the customer journey. Identify needs for a vulnerable customer to receive appropriate financial advice outside of my remit by referring them appropriately.• Maintain controls and competence within all quality and regulation guidelines. Produce fully compliant written documentation and carry out follow up procedures, with all interactions recorded to ensure full compliance is achieved. Show less
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Mortgage ConsultantNationwide Building Society Feb 2018 - Sep 2019Bournemouth, England, United Kingdom• Working closely with colleagues and seniors to identify members' needs, offering honest, tailored advice that will help build long-term relationships and protect our members' families, futures, and finances.• Advising members on mortgage products and engaging with them to work out their exact mortgage needs and how best to meet them. Whilst specialising in mortgages, also advising, and promoting other products such as insurance policies (Life and Critical Illness cover) to meet members’… Show more • Working closely with colleagues and seniors to identify members' needs, offering honest, tailored advice that will help build long-term relationships and protect our members' families, futures, and finances.• Advising members on mortgage products and engaging with them to work out their exact mortgage needs and how best to meet them. Whilst specialising in mortgages, also advising, and promoting other products such as insurance policies (Life and Critical Illness cover) to meet members’ needs. Show less
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Personal Banking ManagerNationwide Building Society Aug 2017 - Feb 2018Bournemouth, England, United Kingdom• Guiding members, via video linked appointments in branches, through a range of products and identifying opportunities to make a difference. Confidently building relationships with people that expect a wide knowledge of financial services ranging from answering a simple question to handling a complex problem.• Enthusiastic, calm, and polite sharing of in-depth knowledge of products and services with members, making sure they have all the information they need to make the right choice.
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Deputy ManagerNew Forest District Council Aug 2009 - Aug 2017New Forest, England, United Kingdom -
Shift ManagerNew Forest District Council Sep 2007 - Aug 2009New Forest, England, United Kingdom
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Duty OfficerNew Forest District Council Jul 2005 - Sep 2007New Forest, England, United Kingdom
Peter Johnson Education Details
Frequently Asked Questions about Peter Johnson
What company does Peter Johnson work for?
Peter Johnson works for Walker Wealth Management Ltd
What is Peter Johnson's role at the current company?
Peter Johnson's current role is Providing honest financial advice to help you maximise wealth, minimise tax and protect against risk..
What schools did Peter Johnson attend?
Peter Johnson attended The London Institute Of Banking & Finance, The London Institute Of Banking & Finance, The London Institute Of Banking & Finance, University Of Brighton.
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Peter Johnson
Principal Teaching Fellow At Imperial College London Department Of Mechanical EngineeringGreater Cambridge Area3gmail.com, slb.com, imperial.ac.uk -
Peter Johnson
As Ceo,I Steer The Company Towards Innovative Solutions That Optimise Asset Management. We Analyse Vast Amounts Of Data To Provide Valuable Insights Into Asset Performance And Strategy To Stakeholders And Clients.London2on-trac.co.uk, m-connected.com3 +448003XXXXX
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Peter Johnson
United Kingdom
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