Dan Johnson

As an Investment Manager, I work alongside a team of Investment Managers to ensure our clients' needs continue to be fulfilled by our services. The client is at the heart of the work we do, and my role is to make the client's experience one of great value. We offer our clients bespoke solutions, tailored to meet their unique goals and it is my job to deliver this.

I specialise in providing Bespoke Portfolio Management for clients, alongside Estate Planning/Inheritance Tax Planning through utilising services such as Income/Capital Gains Tax Planning and Life-stage Planning. This allows me to provide holistic wealth management solutions to clients, helping them manage their wealth and achieve their goals, whether they be short or long-term.