How We Do It

Understanding your objectives is vital to us, as they are the building blocks to achieving your financial goals. What do you need your money to do? When do you need it by? What kind of return do you need to meet your goals? How much risk can you afford to take? How much do you need to save? Would your family be financially secure if the worst happened? What kind of legacy would you like to leave behind? These are just some of the questions that are important for us to ask when building up a picture about your life before making any recommendations.

Reassessing your goals regularly is equally important. Spending some time each year to see whether your objectives have changed, your personal circumstances have changed, or even if the investment world has changed, helps us keep your plans on track, so we recommend meeting annually to review everything.

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December6

iCare at Christmas

Johnston Campbell is supporting Homecare Independent Living and the ‘iCare at Christmas’ Campaign. The iCare campaign aims to provide gifts to disadvantaged or vulnerable children, teenagers and adults. When we met with iCare committee member Joanne Murray she said ‘Recent research highlights that 32% of those who presented as homeless are families meaning that there … Continued

December5

Changes to reviews at Johnston Campbell

2020 will bring a welcomed change in the way in which you receive your annual review document. Behind the scenes, we have been working on a new way to deliver your review documents. From the new year, we will be providing your review in an electronic format, both on-screen and securely stored via a private … Continued