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Sally Ann Johns

Chartered Financial Planner

Some clients don't have the time or inclination to organise their finances, this is something I really enjoy doing. I am passionate about helping clients meet their goals whether its buying a first home or planning retirement. I work with my clients over the long term to help set goals, and make plans to help achieve them.

About

I have been a Financial Adviser since 2003 when I started with Natwest and then moved on to Coutts. I became a Chartered Financial Planner with Chartered Insurance Institute in 2017 with advanced qualifications in Pension planning, Investment Planning, Tax and Trusts and Estate Planning.

I decided to break from the commute to London and joined St. James's Place as I was attracted to their distinctive investment management approach and the background support they offer. I also wanted to work close to my home in Southsea. I value building long term relationships with clients and I believe the experience I have gained enables me to give best advice to all my clients across a wide range of financial planning areas.

My dog Saffy occasionally joins me in the office, she's an adorable Cockapoo that loves attention! When I'm not working or walking Saffy, I volunteer as a construction worker for charity and spend 1 day a week labouring on a building site.

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.
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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.
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Gemma Homer

Administration Support
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Becky Hawthorne

Administration Support

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Retirement Planning
We all want to make sure that we’ve got enough money for a long, comfortable retirement. Having a detailed retirement plan in place will bring peace of mind today, knowing you can enjoy tomorrow.

Testimonials

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Sally has proven to be such a competent and very approachable financial adviser. We had no idea how we wanted to raise funds, possibly using our house, pensions, shares - there was a lot to be considered. After talking it through, discussing our options, Sally acted in accordance with our wishes,...

Kerry Farr

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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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.

SJP Approved 29/02/2024

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.