Our Value & Behaviours

 For us, it's personal

We treat everyone with empathy and as an individual.

 We Do It Right

We're here to build trust and deliver peace of mind.

 We Believe

We believe we can make a difference.

 We Care

Active in making a difference in our communities. Proud to support The Openwork Foundation.

 

 

Who we are

The Johnson Savage Consultancy Ltd began life over 40 years ago as the Keith Savage Consultancy, and was bought by Keith's Daughter and son-in law, Melanie & Paul Johnson in May 2012.

At the core of our business is clients' wellbeing, both financial and personal. We have a carefully selected team of Financial Planners who specialise in their own areas of expertise and who are available to explain complex matters in a clear and friendly way.

Our offices are based in Claverdon, Warwickshire and we encourage our clients to call in and meet all the members of our team, including our support team who provide a valuable role to both our Financial Planners and clients alike.

Outstanding customer care is a key part of our business and this is evidenced by having clients spanning three generations with whom we have built long-standing relationships.

Our aim is to provide financial planning solutions & services, and provide on-going support with clear recommendations and communications to help you plan for your financial future.

Our areas of expertise include Retirement Planning/Pensions, Investments and savings for the future and Inheritance Tax Planning, along with Mortgages and various areas of Protection.

 

What we do

Put simply, we’ll advise, guide and support you in defining and achieving your financial objectives.

We’ll work with you to understand what it is you want to achieve, both in the short term and, perhaps more importantly, the longer term.

We’ll also explore what drives these objectives - whether that’s a particular goal for investment, or retirement, or a less specific plan that needs more definition.

Once we’ve understood what you want and why, we can work together to create an effective route to achieving this, in a way that best suits your personal circumstances.

We like to think we’re more than just top notch financial planners; we’re relationship builders too.

We’re proud of the trusted relationships we’ve built over the years, and many of our clients now see us as an indispensable partner when it comes to planning their financial future.