S Johnson Wealth Management LLP

Independent Financial Adviser  348 Bromford Lane, Birmingham, West midlands, B8 2RZ
First meeting at adviser's own cost
We aim to tidy, organise, simplify and structure your investments tax-effectively to best meet your financial needs.
We can advise you on
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Pension consolidation
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Pensions & retirement planning
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SIPPs
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Unit trusts
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Capital gains tax
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Estate planning
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Taxation planning
Response rating
9.0/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Steven Johnson
Managing Partner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This qualification assessed a knowledge and understanding of portfolio investment management.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assesses a knowledge and understanding of financial protection plans.

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

Accreditations
Chartered Financial Planner
Martyn Johnson
Partner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

What our clients say
When I was looking for advice on my pension portfolio I asked a number of people whose opinions I respected and all roads led to Steve Johnson. After our initial meeting I knew that Steve was the type of person I wanted to deal with: straight forward, easy to understand, relaxed, informal yet unquestionably professional and boy does he know his stuff. I have absolute confidence in Steve's ability to manage my portfolio to the highest of standards giving me maximum benefits that I don't believe can be surpassed by any other investment consultant. ​I would have no hesitation in recommending him to anyone, in fact I have... many of my friends and colleagues now use Steve's services, which brings me on to another very important point: he maintains complete confidentiality on all of his clients.
N Hobson, Devon
Steve Johnson has acted for me for some 15 years now. I have always found him to be not only efficient and reliable, but entirely honest and straightforward when offering advice about financial investments. You just get the impression from Steve that he is 100 per cent on your side, and looking out for your best interests at all times. I could not possibly recommend him more highly.
P Parkin, Worcestershire
I have known Mr Johnson for over 25 years. I have always found him approachable and honest. He is wise and understanding and he has helped me with some difficult decisions.
D Mitchell MBE, West Midlands
About us

We have been providing specialist investment advice for over 30 years. We will tell you quickly if we are mutually compatible and if not we try to point you in the right direction.

Our services

Personal investment advice.

Where to find us
Head office address: 348 Bromford Lane, Washwood Heath, Ward End, Birmingham, West Midlands, B8 2RZ
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 19th October 2020

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