As an executive / professional we understand that your lifestyle is likely to be very demanding and as a result of this, you may not have taken the time to ensure your personal financial plans are in order. We understand that your spare time is of the essence, and will ensure your time spent with us is used efficiently.
At Johnston Campbell Limited we have extensive experience of working closely with executives and professionals and assisting them in ensuring their financial planning arrangements are in place for the future.
We have a good understanding of the areas of financial planning most important to you, including Estate Planning, Tax Efficient Savings, Life / Critical Illness and Personal Pensions.
The majority of people in society today require assistance in the area of Estate Planning. Trusts are commonly used to ensure that children and dependents are not left with an Inheritance Tax liability. Depending on your circumstances, objectives and attitude to risk, we will assist you in constructing an investment proposition that is tailor designed to meet your personal needs.
Tax efficient saving is all about maximising your returns and it is our unique approach to investments that makes Johnston Campbell Limited different.
Life / Critical Illness protection is important as it provides a financial safety net to you and your family, in the unfortunate event that you should die or be diagnosed with a critical illness.
Planning your retirement involves making the biggest financial decisions in your lifetime and ensuring tax efficiency on your savings is crucial. There are many options available and we can advise you of the most suitable for you.
At Johnston Campbell we have extensive experience in assisting clients in the areas above, contact Ewan Boyle on (028) 9022 1007 or by emailing EwanB@johnstoncampbell.com to learn more about how we can be of service to you.
Further information on each of the above areas is available on the following pages:
