Permanent Wealth Partners continues growth with exciting new appointment

We are pleased to announce the promotion of Adrian Johnson to Wealth Planner. Adrian has been with the business since the launch of Permanent Wealth Partners in June 2020, acting as our COO as we established the new brand and built our behind-the-scenes capability.

During that time he has successfully completed his formal financial planning exams and is our newly qualified planner.

Adrian has over 30 years’ experience in finance, most recently in management consulting to the investment management industry. His considerable experience in accounting and tax planning is a great addition to our team.

Adrian Johnson: “I am delighted to be working with clients to help them achieve their vision for the future and financial goals. Listening carefully to clients’ problems, risks and opportunities; distilling the complex down to a clear, concise plan for achieving their goals; then working with clients to execute the plan is my day-to-day job. It is a passion and a privilege.”

Founder Adam Walkom: “Adrian has been instrumental in building the back-office we needed to enhance the capability and capacity of the firm. We are very lucky to have someone of Adrian’s experience and background as a financial planner and I know the clients he engages with will certainly feel the same way. He will continue to deliver the key outcomes that our clients experience: absolute clarity of their current financial situation and the path to the future; structural safety built around the risks they are willingly or otherwise exposed to; and maximising the growth of their assets through selecting investments and tax optimisation strategies that are tailored to individual circumstances. This also means we have significantly increased our new client capacity, so will be actively looking to engage new and prospective clients over the next few months.

We grow our business mostly through our strong reputation and the value we add to our clients’ lives. If you feel that other people you know would also benefit from this value, please introduce us.