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Stephenson Johnson Financial Planning

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Stephenson Johnson Financial Planning

Mission statement:

At Stephenson Johnson, our mission is to build a long term partnership with you and your family to assist you in achieving your personal and financial goals and objectives. We aim to build relationships based on the highest levels of analytical expertise, client service and ethical conduct.

We believe in five core values: Integrity, Trust, Honesty, Competence and Professionalism

Overview:

We are Independent Financial Advisers which means we are in the business of providing un-biased advice.
In other words, we are able to recommend what we feel are the best products or advice without the restriction of being tied to one, or a handful of companies.

We are committed to:
    Taking an objective and consultative approach to the financial planning process.
    Exploring your financial situation in a disciplined and comprehensive manner.
    Introducing suitable solutions to your complex financial issues.
    Providing all the information you need to make informed decisions.
    Working with your other professional advisors if required.
    Implementing strategies that are tailored to your specific financial goals.

We aim to provide a highly personal, coordinated approach to reviewing all aspects of your financial life including, but not limited to:
    Investment Planning
    Retirement Planning
    Education Funding
    Estate Planning
    Life Insurance
    Wealth Accumulation, Preservation and Transfer

Our Goal

Our goal is to be valued advisers who put your interests first in everything we do. We aim to maintain our continuing professional development through industry standard education and training programs.

We fully support the Financial Services Authority's "Treating Customers Fairly" (TCF) initiative.

TCF is an important core value of our company and is integral to every aspect of our day to day business activities.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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