S Johnson Wealth Management LLP

Independent Financial Adviser 348 Bromford Lane, Washwood Heath, Ward End, Birmingham, West Midlands, B8 2RZ
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
9th December 2019
We aim to tidy, organise, simplify and structure your investments tax-effectively to best meet your financial needs.
We can advise you on
    • Pension consolidation
    • Pensions & retirement planning
    • SIPPs
    • Wealth management
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • OEICs
    • Unit trusts
    • Capital gains tax
    • Estate planning
    • Taxation planning
Meet our advisers
Steven Johnson
Managing Partner
Chartered Financial Planner
Martyn Johnson
What our clients say
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
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
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
Where to find us

348 Bromford Lane, Washwood Heath, Ward End, Birmingham, West Midlands, B8 2RZ

Make an enquiry
About us

Established over 20 years providing specialist investment advice.

Advice methods
  • phoneButton
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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