Stephenson Johnson Financial Planning Limited

Independent Financial Adviser  Finance House, Hull, East Yorkshire, HU13 9PB
First meeting at adviser's own cost
We believe in five core values: integrity, trust, honesty, competence and professionalism. Our service is based upon these values.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Andrew Piper DipPFS
Independent Financial Adviser

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 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.

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.

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

This examination assesses a knowledge and understanding of investment products and the risks involved.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

Phil Smith DipPFS
Independant Financial Adviser

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 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.

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

Bob Stephenson DipPFS
Director

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 examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

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

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

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

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

What our clients say
"I have been extremely grateful for the advice received, and the patient manner in which it is offered. It is very reassuring to know your finances are receiving the most diligent attention, this attention on occasion going beyond the service one would normally expect. I only wish they had been managing my portfolio far longer."
Mr G, West Hull
"I feel that I can always rely on SJFP to provide me with advice that is safe but at the same time always takes account of what I want to achieve"
Mr H, Market Weighton
"Having had a number of financial advisors over the years I find that you provide the best service in that you actively manage the investments. I would also say that in all my dealings with you, I have found you efficient, professional, discrete and yet friendly and always cheerful. You listen to what I want from the investments and give appropriate advice always backed up with reasons. All this followed up in writing."
Mrs B, Prenton
About us

We are Independent Financial Advisers which means we are in the business of providing un-biased advice.
In other words, we are able to recommend what we feel are the best products or advice without the restriction of being tied to one, or a handful of companies.

Our services

Our mission is to build a long-term partnership with you and your family to assist you in achieving your personal and financial goals and objectives. We aim to build relationships based on the highest levels of analytical expertise, client service and ethical conduct.
Our goal is to be valued advisors who put your interests first in everything we do.
Our job is to provide clear, concise and comprehensive advice to help you with your future financial objectives. Our role is to equip you with the information, ideas and advice you need to help you succeed in your financial life.

Where to find us
Head office address: Finance House, Unit 15B, Priory Tec Park, Saxon Way, Hessle, Hull, East Yorkshire, HU13 9PB
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020

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