A Partner Practice of St. James's Place Wealth Management

Celia Johnson Wealth Management

Celia Johnson

DipFA
I have a reputation for giving excellent service, with honesty and integrity and explaining my advice in a clear and concise manner.

About

I have been giving financial advice for over 12 years. I offer advice to individuals, businesses, attorneys and trustees in most areas of the financial spectrum. Having accepted an invitation to join St. James's Place I am now able to focus on offering an expert, quality service with honesty and integrity to my clients in Weston Super Mare and surrounding areas.

I offer to all potential new clients a no obligation initial consultation. This allows me to get to know you and for me to fully understand your requirements without you feeling pressured. I fully understand that this initial meeting may not result in you requiring immediate advice. However, if this is the case, I am confident that you will value the experience and that you will consider me when the time is right.

I always offer my clients a full financial review meaning that the advice I give considers every aspect of your financial circumstances. However, I can focus my advice to specific areas at your request.

My aim is to establish long term relationships with my clients, so that I can continue to review your plans and adapt them to meet your changing circumstances. However, I am also happy to undertake ‘transactional’ advice in situations where no on-going service is necessary or required.

Outside work I enjoy going to the gym, travel and entertaining friends. My greatest passion is spending quality time with my husband Elliott and three children, Mia, Evan and Louis.
Celia Johnson

Marley House, Roman Road, Bleadon, Weston Super Mare, North Somerset, BS24 0AD

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
In the many years I have known Celia, she has always given me sound financial advice. She has a clear and concise approach, which makes her easy to understand, and as such gives you the opportunity to make an informed decision. She knows her markets and products and is clearly passionate about the service she offers. I would have no hesitation in recommending Celia to colleagues, friends and family.
Natalie Bird | Director, Weston-Super-Mare
Celia has worked with me to organise and prioritise my affairs. Celia always ensures I have a clear understanding of all work that is undertaken and has given excellent and rewarding advice. I look forward to working with her in the future.
Clare J Morris | Owner/Director, Weston-Super-Mare

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Celia Johnson
Celia Johnson Wealth Management
07977 415950