Our Services

Wealth Planning

Head of service Grant Johnston

We help you arrange and manage every aspect of your wealth planning including:

Investment - We look at the whole financial planning picture from your point of view. We can provide advice on, and implement tax efficient investments for you.

Tax - We help you keep up to date with your tax matters.

Retirement and Pensions - We can help you plan for a financially secure future.

Life and other insurance - We can help arrange personal insurance for you and your family.

How we’re different

  • We offer a Financial Health Check to help you assess your financial position
  • We give independent investment advice
  • We offer an advisory investment management service
  • We provide regular reviews and valuations of your investments
  • We negotiate special terms with most investment managers
  • Our knowledgeable advisers can advise on Trusts and Tax, together with specific investment advice if required.

Why WJM?

We are a group of experienced, reliable and approachable people who can help ease the burden of dealing with your own financial affairs, and provide reassurance when there are important decisions to be made with your money. We will keep you informed, without swamping you with paperwork, and our aim is to be your trusted advisers for years to come.

Wright Johnston & Mackenzie LLP are authorised and regulated by the Financial Services Authority.

Our Group