David Johnson
FPFS, Certs MP & ER
I joined the industry in 1994 working for Halifax Financial Services and held a number of senior advisory roles before accepting an invitation to join the St. James's Place Partnership in 2010.
I work closely with Business Owners and High Net Worth clients, who typically have over £250,000 of investable wealth and/or earn over £100,000 per annum.
About
David became a Chartered Financial Planner and Fellow of the Personal Finance Society in 2016. David provides tailored ‘goals based’ financial advice for individuals and business owners. David places emphasis on helping to achieve his client’s objectives by displaying careful questioning and listening skills, to understand their needs and goals, and David likes to use the latest cashflow modelling to demonstrate the benefit and value of his advice.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
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.
SJP Approved 25/09/2023
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.
Cathedral Green Financial Planning is a trading name of David Johnson Financial Planning Ltd. David Johnson Financial Planning Ltd is registered in England and Wales, Number 8006516. Registered Office: 8 College Street, Gloucester, Gloucestershire, GL1 2NE.
