Qualifications Held

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.


348 Bromford Lane

Ward End

B8 2RZ
United Kingdom


Tel. 0121 327 1977


  • facebook
  • Black Twitter Icon

Fax. 0121 327 5139

S Johnson Wealth Management LLP (LLP number OC394730) is authorised and regulated by the Financial Conduct Authority (FCA) under firm reference number 631765.

You may check this on the Financial Services Register by visiting the FCA's website, register.fca.org.uk or by contacting the FCA on 0800 111 6768

© S Johnson Wealth Management LLP