Jay Johnson

Client Liaison
  • Personal Tax
  • Corporate Tax
  • Income Tax Returns
  • Small Business Advice


  • 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 and paraplanner for the client base that he has built up throughout the UK, with the majority of his clients being London based.

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