Jay Johnson
Client Liaison
- Personal Tax
- Corporate Tax
- Income Tax Returns
- Small Business Advice
Qualifications
- Financial Planning Certificate
Jay Johnson has been working within financial services since 1991 and over the years has built up a wealth of expertise in the following financial areas;
-Retirement planning; for individual and corporate clients, consisting of building benefits and taking benefits, corporate pension planning for employers, and also has significant experience in pension switching and consolidation for individuals.
-Wealth Management; structuring client investment portfolios.
-Employer benefit packages; group income protection for corporate clients, group life cover and group critical illness.
-Protection planning for individuals; covering all areas of protection planning, i.e. life assurance cover, income protection and critical illness.
He now concentrates on his role as client liaison.
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