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The client journey

We’re with you for the entirety of your journey, breaking down the financial planning process into a simple set of stages that outline exactly what to expect when working with us.

01

Getting to know each other

Our initial meeting is all about understanding and introductions; to who we both are, your financial situation and how our services can help you achieve aspirational goals.

02

Gathering information

If we decide to work together, we ramp up the research, analysing your current assets, commitments, objectives and investment attitudes.

03

Designing and presenting your plan

We compile our recommendations in one, personalised report, presenting all the strategies best suited to get you from where you are now, to where you want to be.

04

Implementation

Once you are happy with your chosen strategy, we put it into action, keeping you updated with developments every step of the way.

05

Ongoing service

We take pride in providing our clients with long-term support, making sure your financial strategy consistently steers you towards your financial goals and objectives over the years.

How we’ve helped

Hear from our clients

“

Tracyann has always provided exemplary, friendly service showing a first-class knowledge of the financial world and offering sound advice which has never let us down and kept us financially secure. I would thoroughly recommend her.

”
Philip Bridgett
“

Not only is Tracyann extremely knowledgeable and skilled in navigating the complex investment marketplace but she also has the talent to explain it clearly, laying out understandable options, with all the information needed to make the best, most informed decisions.

”
Sue Grosvenor-Canfield Director – Performance for Business Ltd
“

I have recently started my investment journey with Johnson Wealth Solutions and I have received nothing but excellent service so far. I would highly recommend this service, and I am looking forward to the future of my investments with Johnson Wealth Solutions!

”
Alice
“

Tracyann has been my financial adviser for more than 20 years and in all the time I have known her, her knowledge, support and advice has been outstanding. She has gone out of her way to find the best solution for any situation and I would feel lost without her.

”
Elli Psomas
“

I am so happy with everything Tracyann did and is still doing for me. Her customer service was incredible, and she made everything easy-to-understand. Tracyann set me up with a very good portfolio for life.

”
Lynne Brodie
“

Tracyann’s advice has been invaluable and unbiased, resulting in significant financial advantages. Tracyann has created financial security for my entire family, and I feel ready to address any unknowns.

”
Linda Hogan
“

We have been clients of Tracyann for many years, she has always been very professional. It is without doubt that had it not been for her excellent advise, we would not be enjoying such a comfortable retirement

”
Sharon & Michael Williamson
Contact us

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    01252 979673 admin@johnsonwealthsolutions.com
    11 Kings Rd,
    Fleet,
    Hampshire,
    GU51 3AA

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