Remaining relevant is one of four central tenets of Johnston Carmichael Wealth, and it has further embraced technology to improve its processes.

Clients can now view all their financial information, store important documents and communicate with their financial planner through the firm’s digital portal, TheWealthHub.

With sustainable investment interesting more investors, Johnston Carmichael, under managing director Craig Hendry, has introduced a robust ESG proposition. Funds are selected with the help of third parties – FE Analytics, Ethical Screening and Fund EcoMarket.

The firm has six offices in Scotland and Northern Ireland and a strong focus on staff development. Its Grow Your Own Way programme supports its 68-strong workforce in following their unique path while ensuring they are continually developing their knowledge and professional qualifications. Johnston Carmichael promoted three of its financial planning support team to planners during the year.

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