Wendy Johnston

APFS Certs CII (MP&ER) Chartered Financial Planner

Wendy was born in West Witton, North Yorkshire and now lives a short distance away in Carlton. She first started work at Barclays Bank in Hawes and worked in various local branches, before moving to work a stint in a Barclays branch in London.

Wendy returned to the Dales when expecting her first child. She started working for her father at Yoredale Investment Services in Leyburn. She qualified as a Financial Adviser and has been providing financial advice to clients in the local area ever since. Wendy achieved Chartered Financial Planner status in 2015 and prides herself in offering overall holistic financial planning to all her clients, advising on inheritance tax planning, retirement planning, and all areas of financial advice.

Wendy likes to be involved in the community, enjoys walking in the Dales, travelling and spending time with her family.

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Click on the accreditations for more information

Emerald Associates is a trading name of Emerald Financial Associates Ltd. Emerald Financial Associates Ltd is registered in England and Wales, Number 07122749. Registered Office: Units 2-3 Shawwell Business Centre, Stagshaw Road, Northumberland, Corbridge , NE45 5PE.