DAVID JOHNSON WEALTH MANAGEMENT
- 27 THE LARCHES
GL4 5WR GLOUCESTER, GLOUCESTERSHIRE
Phone: 01452 621160
Fax: 01452 621160
E-mail: Send messagewww.davidjohnsonwealthmanagement.co.uk
Short profile:
David Johnson Wealth Management, wealth management and financial planning specialist serving individuals, families and businesses in Gloucestershire.
We have the capability of providing face-to-face expert financial advice to businesses, to those who are already retired or approaching retirement, and to young people and their families. Our expertise covers the broad spectrum of financial planning including investments, pensions, inheritance tax planning and financial protection to assist a company or individual in retaining more of their profits and wealth. We can offer you the benefit of a single relationship to meet all your financial needs whether your priority is to:- Grow your wealth, through our distinctive approach to investment management, arrange adequate protection for you and your loved ones or to reduce the burden of taxation and become financially well organised.
Detailed description:
Partner in Managing Your Wealth . I am a wealth management and financial planning specialist serving individuals, families and businesses in the Gloucestershire and surrounding areas. As a client of mine, I will work closely with you, following a structured 3 stage process: Stage 1 - Carefully review your current position to establish your financial goals & aspirations. Stage 2 - Work with you to establish a tailored strategy to achieve those goals. Stage 3 – Engage in a regular review to ensure that the strategy remains relevant to your changing circumstances and any alterations in the marketplace.
As a Partner of the St. James's Place Partnership I can offer detailed guidance on the key areas of: Investments, Inheritance Tax Planning, Retirement planning including Pension Sharing Orders, Trustee Advice, Life Insurance, Critical Illness Cover and Income Protection Financial planning for business owners and employees. Based on core values of excellence of service and above-all, integrity, I will provide you with the wealth management solutions that you need to satisfy your needs both now and in the future. I take time to really get to know you as a client before offering advice.
This explains why many of my clients come from personal recommendations. I appreciate that you are unique, with your own financial ideals, which is why I will tailor the services and recommendations that I make specifically to you. I would be delighted to provide you with a no-obligation financial review and would ask that you e-mail or call me with your details. David Johnson Dip PFS, Member of the Personal Finance Society and The Chartered Insurance Institute.
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