Introducing Peter Johnson Financial Planning Ltd, where you will find information about the Financial Planning services that I provide for individuals, families and businesses in North Wales and beyond.
My service is grounded in the highest professional standards, building a relationship based on trust and an in depth understanding of your personal situation. This ensures that I am able to provide you a bespoke service, giving advice that is relevant to your individual and family needs.
With the guaranteed advice and the St. James's Place distinctive approach to investment management, I am able to offer a complete service to my clients in all aspects of financial planning. You may wish to consider or prioritise the following:
- Build or preserve capital
- Invest for income
- Manage your cash and borrowings
- Personal protection against sickness and/or death
- Retirement planning
- Inheritance tax planning
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
My commitments and promises:
- A confidential professional service, tailored to the clients needs
- Integrity & honesty
- Face to face personal advice
- Regular reviews
- The client's needs are to be at the heart of what I do
- Long standing relationships throughout a client's financial cycle