Johnstone’s team picked up the trophy for chartered firm of the year at the Personal Finance Society’s 2019 awards, which cited the way it engaged with charities, sought feedback from clients, and developed new financial advisers. It also offers its own range of ethical portfolios.
“Our main method of contact is telephone and also Zoom for meetings, in line with our family office approach,” Johnstone said.
“Our newsletters are forward looking, whilst reinforcing some key messages and our outlook.
“Being close to the families we work with means that current market events are expected, not predicted, but they are a normal part of the financial-planning journey.”
