Times and circumstances change and I consider it my job to ensure that your planning is tailor-made to accommodate this. Regular reviews and contact form part of your expectation of the service I provide and, where necessary, working with other professionals such as your solicitor or accountant ensure we provide a bespoke service that will help you achieve your financial aims and aspirations, as well as the sometimes more practical solutions.

Dale Johnson Wealth Management believes it is of the utmost importance that we keep up with the changes life throws at us all and that you are kept abreast of all the latest changes in legislation and practice, however we believe it is right that we decide together what suits you best. Whether you are a client who wishes to have lots of technical information as soon as it is available, or whether you wish to know as little as possible and just feel safe in the knowledge that your affairs are being looked after with minimal correspondence but maximum care. We want to know that about you, and to provide you with exactly the level of service you personally require.