The way to your Financial Future
Where do financial dreams come from? Deep inside us. Your financial future is there to be had and we aim to help you make your financial dreams come true together. We enjoy what we do. We love our work. Every client, every financial plan receives the same attention to detail. We combine our expertise and our passion with your inspiration to help create a financial plan that is unique – and by doing so we aim to help bring your financial dreams to life.
If you are looking for an adviser who will take time to listen to and understand your financial goals and expectations. Who has a solid track record in business and a large number of clients who trust and value the advice and service offered, then you should come and speak to us.
Johnston Financial is a firm of Chartered Financial Planners. We were established in 1987 and are now one of Scotland and the UK’s leading financial services businesses and currently advise on over £420million of clients’ assets. When you ask us to advise you, our focus will be to give you a responsive, quality service. Going the extra mile for you is central to our culture.
Book a “no obligation” meeting with a Johnston Financial adviser.
0131 556 4540 Get in contact
JF Team Spirit
The world of finance can often appear mysterious and difficult to understand. Here at Johnston Financial we believe in an all for one, one for all approach. By bringing a team spirit to the world of finance and at the same time making it easy for others to follow, we are putting our philosophy into action. With a team that has a range of the best financial qualifications, we are all Chartered or Certified Financial Planners. We also have a wealth of experience going back a long way, over 40 years of financial planning experience between us and funds under management exceeding £420 million. We are committed to working together with you to help you create your financial plan and bring it to life.
Here are the team…
CFP, Chartered MSCI, DipPFS
John is the Managing Director of Johnston Financial and has over 27 years of financial services experience. He joined the firm in June 1997 and has the principal lead in overseeing the quality of service to our clients.
John is a member of the Chartered Institute for Securities & Investment and holds their International Certified Financial Planner qualification. He is also a member of the Chartered Institute and is qualified in all areas of our business, particularly investments, pensions and inheritance tax planning.
He is highly regarded as a comprehensive Financial Planner and has specialist experience particularly in trust investments. John is the Chairman of the firm’s investment committee. He also holds the Chartered Insurance Institute advanced pensions qualification and is a Defined Benefit Pension Transfer Specialist.
FPFS, Chartered Financial Planner
Suzanne is a Director of Johnston Financial. Since joining the firm in 2008, Suzanne has become a Fellow of the Personal Finance Society and a Chartered Financial Planner, the highest qualifications in our profession. She also holds the Chartered Insurance Institute advanced pensions qualification and is a Defined Benefit Pension Transfer Specialist.
Suzanne has developed an extensive knowledge in all aspects of the Financial Planner role. She is highly qualified and experienced in all of the core areas of our business. Suzanne provides financial planning services to clients throughout Scotland.
APFS, Chartered Financial Planner, Certified Financial Planner
Steve is an Associate of the Personal Finance Society and has attained Chartered Financial Planner status as well as the International Certified Financial Planner qualification through the Chartered Institute for Securities and Investments, putting him in a very elite band. He also has an honours degree in Business Studies.
Steve has a wealth of experience in helping a broad range of clients, including individuals, business owners and trustees. He has been a Financial Planner for over 8 years, prior to this he was in a technical support role for 5 years. Steve is highly regarded for his ability to help clients identify what is important in their lives, then works with them to create robust financial strategies that allow these goals to be achieved with the minimum risk.
FPFS, Chartered Financial Planner
Will is a Fellow of the Personal Finance Society and has attained Chartered Financial Planner status which is the Gold Standard in our industry. He has the Chartered Insurance Institute advanced pensions qualification and is a Defined Benefit Pension Transfer Specialist. He also holds an honours degree in Mathematics.
Will is highly qualified in all of the core areas of our business having worked in the independent advice sector for over 6 years. Will is also skilled in the use of cashflow modelling and enjoys working with clients to help them put in place a Financial Plan to achieve their ambitions.
Employee Benefits Specialist, DipPFS
Graham is our highly regarded Employee Benefits Specialist. Graham is part of an elite band of Employee Benefits Specialists whose whole career has been focussed on all aspects of pension schemes, their peculiarities and legislation. With an encyclopaedic knowledge of his field, he has an enviable ability to simplify what many find to be a complicated subject and to present to all levels from the Boards of large companies to the members of the most straight forward personal pension scheme.
His expertise and service ethic are available to new and existing clients of Johnston Financial.