An Associate Partner Practice of St. James's Place Wealth Management

Peter Johnson Financial Planning Ltd

peterjohnson.jpg

Peter Johnson

Dip CII
Introducing Peter Johnson Financial Planning Ltd, where you will find information about the Financial Planning services that I provide for individuals, families and businesses in North Wales and beyond.

My service is grounded in the highest professional standards, building a relationship based on trust and an in depth understanding of your personal situation. This ensures that I am able to provide you a bespoke service, giving advice that is relevant to your individual and family needs.

About

Peter Johnson is the founder and Company Director of Peter Johnson Financial Planning Ltd and is responsible for meeting with clients and providing Financial and Wealth Management advice.

I have devoted my working life to helping others make the most of their money and realise their financial goals. I have worked for one of the most recognised high street banks for over 29 years, gaining numerous qualifications. I was invited to join the prestigious St. James's Place Wealth Management in 2012.

When I was appointed as an Associate Partner of St. James's Place Wealth Management, I was delighted to move into a position where I operate as a self-employed practitioner. This allows me to apportion time in line with my clients' needs rather than any prescribed timetable.

I also recognised that I could provide clients with a better service and the best possible advice. Now I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I can offer.

My clients are at the heart of my business and keeping them informed of the latest news and information about what is happening in the markets is of utmost importance to me.
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.
SOLLA-Colour.svg
Peter Johnson

Carlton House, 68 Conway Road, Colwyn Bay, Conwy, LL29 7LD

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.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth
He has taken the stress out of choosing the correct financial care package for my mum. His knowledge and focused support is exceptional, Thank You. I would not hesitate in recommending him to anyone.
Janice Johnson
The gentleman in question Mr Peter Johnson is always clear and direct in his thoughts & advice, always well dressed & clean cut oozing self-confidence. He is a man to be admired & I have complete confidence in his ability as a Financial Advisor. Always friendly & easy to talk to & very helpful, I would recommend his services to all and sundry.
Keith Roberts
Mr Peter Johnson is somebody, I was fortunate enough to meet some 12 years ago when I was an expatriate. At this time he gave me some good advice regarding my proposed investments and has continued to do so now that I am a UK resident. I have always found him to be considerate of my requirements and his proposals have always reflected his understanding of individual needs.
Wilfred Thomas
Peter Johnson has always provided me with financial support and advice, and is very patient explaining things to me. I would always recommend him to my friends.
Mrs Jena Maughan
Peter Johnson gives exceptional service. I would recommend him to anyone.
Name Supplied
Peter Johnson has looked after my interests for many years. He has given me sound trustworthy advice at all times. His support has always been exceptional. He has a good manner and I would not hesitate to recommend him.
Dr B Owen
I have known Peter for many years and has dealt with my financial affairs when he was with NatWest Bank. He has always been professional, trustworthy, courteous and explains things in a language I can understand without the jargon. He has always been there for me whenever I’ve needed financial advice or guidance and have no hesitation in recommending him to anyone.
Mr K Blower
I have known Peter since his days when he was the Senior Financial Adviser with NatWest. I have always found his style and approach to be very pleasant, patient and kind. I have found Peter to be honest with a straight forward manner, coupled with an easy way in which you explain and discuss everything. I have finally been able to relax and leave all my affairs in Peter’s hands, in the full and comfortable knowledge that he is working for my benefit; it is a win/win feeling and one that will allow me to happily recommend Peter to anyone who is interested in changing to a reliable Financial Adviser, one who clearly cares about the individual customer and his needs.
Jeremy Mead

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.
SJPWM-Crop-Blue.svg

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.

Peter Johnson Financial Planning Ltd is registered in England and Wales, Number 8248086. Registered Office: 13 Trinity Square, Llandudno, Conwy, LL30 2RB.
peterjohnson.jpg
Peter Johnson
Peter Johnson Financial Planning Ltd