Providing independent financial advice for over 20 years

Analyzing Data


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.

Refer to the Investing page to find out what we do and the Investment Process section to find out how we do it.

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

  • Pensions

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.

Exams are of course no substitute for experience.

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Meet The Team


Steve Johnson


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 Johnson

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 Johnson


Martyn joined S Johnson Wealth Management in early 2017 having previously worked in a mid sized accountancy firm for over 4 years. Martyn has recently become a qualified financial adviser by completing his Diploma in Regulated Financial Planning and became a partner in September 2018. He intends to continue studying towards Chartered Status and is a keen snowboarder.

Frequently asked questions

Am I too old/out of shape to do Karate?

Absolutely not! Starting Karate is not about how old or athletic you are, its how much do you want it. Karate will transform your body and mind regardless of your current physical capabilities, you just need to start.

Can Karate be used for self defense?

Yes, karate can be a very effective martial art at self defense if used properly. In fact, Lyoto Machida of the UFC has shown just how useful Shotokan Karate can be. Fun Fact: Our Senior Sensei Avi Rokah has also trained Lyoto Machida.

Will karate help with my childs confidence / self esteem?

Yes and it does so in the following ways. They will obtain acheivements as they progress through the ranks, but they also be required to demonstrate what they learned in front of class on their own. Hard training builds confidence, which in turn will build their self esteem.

Will Karate make my child more aggressive?

No, it will in fact do the opposite. Karate will teach them self defense while building their confidence, not just in themselves but in their self defense capabilites. Karate is about becoming a better person, and capable, happy, confident kids have no reason to bully anyone.

Will my child get hurt doing karate?

In our Dojo we have a very high standard of control. Everyone is taught how to generate a lot of force with their bodies, but they are also taught to control that technique so that it never hits anyone. Control is strictly enforced in our dojo, and while with any athletic sport accidents do happen; they are much more likely to get hurt playing soccer or football than Karate.

What age can my child start taking Karate?

We start as young as 4 in our dojo. Typically, we've seen the best age to start at is around 5, since they are starting to get structure in their lives from kindergarten, among other things. However, the younger they start, the more positive impact Karate will have on their physical and mental development.