Planning for retirement?

Planning your pensions can feel like a never-ending jigsaw puzzle. We’re here to help you piece it together.

Our promise

Securing your dream future

Planning for retirement can be a daunting task – whether you know what you want your retirement to look like or not.

We help you devise a bespoke life-after-work strategy that takes you from where you are today to where you want to be in the future, so you can look towards your later years with confidence.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

Understand your position

Knowing where you currently stand financially is the first crucial step in starting off planning for the future. We help you determine and organise any accumulated pension pots.

Identify your goals for retirement

Whether planning an adventure or simply wanting to live comfortably in your later years, we delve into what your ideal retirement looks and feels like.

Put a strategy in place

With your present situation and future aspirations in mind, we build a plan that merges the two into the retirement you deserve; helping you navigate any challenges along the way.

The client journey

Know what to expect from us from your initial fee free consultation, right the way through to long-term strategy maintenance. We’re with you every step of the way.

Find out more
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!


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

We’re here to help

Leave us a message and we’ll be right back in touch.

    The internet is not a secure medium and the privacy of your data cannot be guaranteed.

    Get in touch

    01252 979673
    11 Kings Rd,
    GU51 3AA