JOHNSON WEALTH SOLUTIONS - Key Persons
Damon has more than 20 years experience within the Financial Services industry, working for both large corporates and Independent Financial Advisers. He is highly adept at managing workflow and introducing new methods of working whilst creating accompanying guidance procedures. Damon is equally happy assisting High Net Worth individuals and small businesses to achieve their financial objectives.
Oliver is a dedicated financial planner with a passion for helping individuals take charge of their financial destiny. Oliver believes that financial planning is not just about numbers; it's about empowering people to turn their aspirations into realities whilst navigating life's financial challenges with confidence.
Oliver's journey as a financial planner has allowed him to witness the profound impact of sound financial advice on individuals and families, and he takes great pride in being a part of their success stories.
Whether you're planning for retirement, saving for a dream home, or securing your family's future, Oliver is eager to be your partner on this exciting journey.
Job Titles:
- Principal
- Senior Consultant
Tracyann has been in the financial services profession for 30 years. Certified Dip PFS, her professional journey has seen her deal with all aspects of financial planning. From planning for retirement to simplifying complex regulations on Inheritance Tax, Tracyann puts trust and integrity at the heart of all her client relationships. Truly making a difference to clients' lives is what matters most.
At present, Tracyann holds a Level 4 Diploma and is currently studying for her Chartered status, holding one of the highest qualifications as an adviser in her industry.
Qualifications
Credentials