Johnston Campbell has been advising clients about their financial planning for over 40 years. We are wholly privately owned, and we look after in excess of 400m of assets for our clients. Our relationship with many of our clients goes back to our original formation. We are not affiliated to any one company ensuring you get truly independent advice.
I am a director at Johnston Campbell and have been in financial services for nearly 30 years. I joined Johnston Campbell in 2001 setting up the investment management part of our business.
I am a director at Johnston Campbell and have been in financial services for nearly 30 years. I joined Johnston Campbell in 2001 setting up the investment management part of our business.
Services
We have a commitment to be totally transparent when it comes to all our charges. We also like to keep things simple. We will undertake an initial meeting with you at our expense.
Once we have gathered sufficient information about your future goals and current circumstances, we will be able to assess how we can help you - at this point we will disclose all expected charges and fees associated with our recommendations - we promise never to undertake any work for you without first agreeing our fees with you.We can review your existing investments and see if they are still suitable for you.
Once we have gathered sufficient information about your future goals and current circumstances, we will be able to assess how we can help you - at this point we will disclose all expected charges and fees associated with our recommendations - we promise never to undertake any work for you without first agreeing our fees with you.We can review your existing investments and see if they are still suitable for you.
Statistic: In the UK, only 14% of adults have a financial plan for the years ahead, and only 4% plan in terms of decades. Lifestyle planning is complicated because there are so many things that need to be considered. Also, when it comes to finances there are so many options it's difficult to know which one is best for you.
You're an owner or director of a business - we know you are passionate about making it successful and profitable, so that it can support your lifestyle now, in the coming years, and when you choose to exit. We're passionate about working alongside you to make sure you get the best value out of your business not just when you retire, but as you go along.
In the UK only 1 in 10 of under 55s has a target to save towards and we understand why. There are so many questions to consider, there are lots of choices in terms of investment options and companies to invest with that just take ages to work through. There's also a need to balance tomorrow's plans with today's priorities.
We all must pay taxes of one sort or another, so minimising the amount that we pay therefore maximising what we keep, should be as important to you as it is to us. Whether it's simply keeping the income tax on your earnings under control or ensuring any capital gains tax paid on disposals are as low as possible, we are here to give guidance and advice alongside your accountant.
Reviews (2)
Ruth Anne Morant
Jul 19, 2019
Report
Gill Irwin
Jan 12, 2019
Report
Receiving letters this four years from this company and phoned the phone number of the company who were listed as this person no longer lives at the property and hasn’t done this four years. Told they couldn’t help nor were they willing to contact the company who they act as an agent for as simply felt they thought it wasn’t there problem. Phoned the other company direct and got it sorted but certainly will not be recommending anyone give them any business if they are so unhelpful when you need a little help. Thank you
