We have spent the last thirty years providing specialist financial advice to private and corporate clients and over this period of time we recognise that no two clients share exactly the same goals, ambitions or objectives. We start by listening to our clients, it sounds simple and obvious but from our experience this does not always happen in large financial institutions.
In order to facilitate the requirements of each client we adopt a personal approach towards financial planning and structure our services to cater for clients’ personal requirements. Initially, we undertake a full assessment of personal circumstances and identify immediate and longer term. We try to make this process as efficient and detailed as possible, without making the process onerous for our clients, before preparing where necessary, a detailed financial planning report. Our Clients Priorities frequently include:
• The tax efficient investment of capital for growth or income
• Retirement planning
• Mitigation of tax liabilities including inheritance tax.
• The need for adequate family protection in the event of death or ill health
• Design and maintenance of an employee benefits programme.
• Funding for business and commercial projects.
We place the emphasis on establishing a close working relationship and building a clear understanding of objectives and future plans. This enables us to provide on going solutions rather than simply arranging products.
At Johnson Gibbs we treat our client’s financial affairs as strictly private. We consider confidentiality to be a key element in the service that we provide.