Steve has recently joined Vision after a very successful career with over 20 years experience as a dedicated Independent Financial Adviser working for a local company in Cheltenham. This has enabled Steve to build on his knowledge and experience within a diverse range of situations for personal and corporate clients.
Steve continues to be committed to the importance of building and maintaining long term relationships with clients, based on trust, honesty and providing a great service. Central to this he offers a friendly, professional and personal service providing tailored advice, which is unique to clients individual requirements. He also ensures the advice is presented in a clear and concise way, always with the clients best interests at the centre of everything he does.
During the many years in the industry as an Independent Financial Adviser, Steve has built up extensive knowledge in all aspects of personal and corporate advice, specialising in pensions (typically in or around retirement), investments and tax planning, particularly inheritance tax.
Outside work, Steve enjoys spending time with his wife and son, including walking their dog and many activities their son undertakes as well as enjoying playing squash, badminton and the occasional game of golf.
‘Steve has been my financial adviser for many years now and has a very good understanding of my finances and objectives.’
‘We trust our adviser as both his integrity and his competence are beyond doubt. He invests great effort in understanding our investments and objectives. We respect his advice and he respects our rights to make the decisions.’
‘I have known Steve over a long period of time and feel he has always had my best interests at heart, Thanks to his guidance I have a much better retirement pot than many of my friends.’
‘I am one of the most difficult people to understand finances, but I am in very good hands. Stephen Johnson is very patient and kind and explains everything thoughtfully. I contact him several times and he is always ready to help. His advice is sound and very good. He is reliable, I would not like to go to any other adviser.’