Johnathan Webster

I have been in financial services since 2006 having previously worked in high street banking and for a car finance company in the early years of my career. My particular areas of interest are investments, pensions both pre and post retirement and inheritance tax planning. I received my diploma qualification in regulated financial planning in 2016 shortly followed by my mortgage qualification. I am currently working on achieving Chartered status as I feel it is of great importance to my clients and I that I have as much knowledge as possible in financial planning. My client base is very diverse ranging from young professionals just starting their financial planning journey to much older clients completing theirs. We advise a number of companies on their employee benefits and investment needs for the businesses. It is a privilege doing this job and it's incredibly rewarding assisting client achieve their financial goals. I believe the key to being a good adviser is having a reasonable level of technical knowledge (which I am in the process of extending!) but more importantly the ability to listen and connect with what really matters to clients. My spare time tends to revolve around my family. More often than not weekends are spent on day drips with them enjoying quality family time together. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx