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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