Providing independent financial advice for over 20 years
WHO WE ARE
We have been providing independent financial advice for over 20 years. We specialise in investment work advising both personal and corporate clients.
We operate from premises near to central Birmingham. We serve clients across the country, both individual and corporate. We speak English and Brummie.
We work closely with a range of professional advisors including solicitors, tax consultants and accountants.
We are happy to meet prospective clients at their home since we find that the process is often more relaxing and also information is easily to hand.
We have a wide variety of investment clients with differing needs and our work entails advisory investment portfolio management - that is to say constructing a plan to meet client needs and monitoring and adjusting on an ongoing basis. The specialist qualifications held reflect our main advice area - investment.
Steven Johnson is a Chartered Financial Planner and holds the following qualifications:
Investment Portfolio Management
Financial Planning Process
Personal Financial Planning
Corporate Financial Planning
Taxation & Trusts
Martyn Johnson is a member of the Personal Finance Society and has completed the CII Level 4 Diploma in Regulated Financial Planning. Martyn is also continuing to study towards Chartered Financial Planner status and his latest success in 2023 has been in passing AF1 Personal Tax and Trust Planning.
Exams are of course no substitute for experience.
Meet The Team
Chartered Financial Planner
Steve is an IFA and the Managing Partner of S Johnson Wealth Management with over 25 years experience in the industry. He is a regular judo player and enjoys lightweight camping (not glamping!).
Lorraine, also a partner of S Johnson Wealth Management, provides administration support for the firm. In her spare time Lorraine likes to play piano and is a keen traveller.
Martyn joined S Johnson Wealth Management in early 2017 having previously worked in a mid-sized accountancy firm for over 4 years. Martyn is a qualified financial adviser having completed his Diploma in Regulated Financial Planning and became a partner in September 2018. He is studying optional advanced papers with the intention of attaining Chartered Status. Martyn is a keen snowboarder and pianist.
How much do you charge for a meeting?We do not charge for the first meeting. Only when we have assessed your financial situation will we know whether we can help you and only then will we agree a fee with you. For more details of our costs click here.
How should I prepare for the first meeting?We recommend that you have information about your assets, liabilities, income and expenditure. Most clients find it useful to meet at their homes where they have access to all the documents they need.
Do you make home visits?Absolutely; most of our clients prefer home visits as this is where they are most comfortable and have access to their financial records. We are also happy to meet at our offices or your business premises. Finally given recent trends we can also 'meet' you electronically - using Teams or Zoom.
How far will you travel?Although we are based in Birmingham we have clients all over the UK.