Wealth Management
Our independent financial planning consultants deliver advice that you can trust. We will listen to you and structure our recommendations to meet your requirements. Johnston Kennedy DFK is registered with the Financial Services Authority as an independent financial advisor and as such is in a position to provide you with expertise in all areas of personal financial planning. We provide advice in the following key areas to business owners, professionals and corporate executives:
- Personal wealth management.
- Realising personal wealth from your business.
- Retirement planning.
- Business succession.
- Estate planning.
- Tax planning.
- Investment of surplus funds.
- Group pension schemes.
- Rewarding employees.
- Short, medium and long-term investments.
- Ongoing review.
- Minimising taxation liabilities.
- Succession planning.
- Inheritance tax planning.
- Pension backed mortgages.
We guarantee a full up front disclosure of all fees and commission.
Contact David Johnston or Duncan Graham for further details.