S Johnson Wealth Management LLP - Sutton Coldfield

S Johnson Wealth Management LLP: A Comprehensive Overview

S Johnson Wealth Management LLP is a respected financial planning firm dedicated to providing personalized and comprehensive financial solutions to individuals and families. Located at 7 Meadow Cl, Streetly, Sutton Coldfield B74 3JE, United Kingdom, the firm operates with a commitment to building long-term relationships based on trust and expertise. Their telephone number is 1213488900, and visitors can explore their services and resources further on their website: sjohnsonwm.co.uk. The firm specializes in a wide array of financial planning services, catering to diverse needs and objectives.

Specialties: Financial Planner

S Johnson Wealth Management LLP distinguishes itself through a client-centric approach. They recognize that each individual’s financial situation and goals are unique. Consequently, they prioritize a thorough understanding of their clients’ circumstances, including their current assets, liabilities, risk tolerance, and long-term aspirations. This detailed assessment forms the foundation for developing tailored strategies designed to achieve optimal financial outcomes.

Location and Accessibility

The firm’s physical address at 7 Meadow Cl, Streetly, Sutton Coldfield B74 3JE, United Kingdom provides a convenient location for clients in the Sutton Coldfield area and surrounding communities. Furthermore, S Johnson Wealth Management LLP demonstrates a strong commitment to accessibility, offering key facilities for clients with mobility limitations. Specifically, they maintain a wheelchair-accessible car park and a wheelchair-accessible toilet, ensuring that all clients can comfortably access the premises. The availability of these facilities underscores their dedication to inclusivity and removing barriers to service. They also provide general toilet facilities. Appointments are recommended to ensure dedicated time and attention are given to each client’s needs, reflecting the firm’s commitment to personalized service.

Services Offered

While primarily focused on financial planning, S Johnson Wealth Management LLP offers a range of related services to support their clients’ financial well-being. These services commonly include:

• Pension Planning: A significant area of expertise, assisting clients with navigating pension schemes, retirement planning, and maximizing their retirement income. Recent conversations with clients, such as the one reported by Steve Johnson, highlight the firm’s ability to provide clear and insightful advice on pension options.
• Investment Management: Developing and managing investment portfolios aligned with clients’ risk profiles and financial goals.
• Financial Planning for Inheritance Tax: Providing strategies to minimize inheritance tax liabilities and ensure a smooth transfer of assets.
• Retirement Planning: Comprehensive support to help clients prepare financially for a comfortable retirement.
• Cashflow Analysis: Analyzing a client’s income and expenditure to ensure financial stability.

Client Feedback and Reputation

Based on publicly available reviews, S Johnson Wealth Management LLP consistently receives overwhelmingly positive feedback from its clients. The company maintains an impressive average opinion of 5/5 on Google My Business, reflecting a high level of client satisfaction. These reviews consistently praise the firm’s professionalism, expertise, and approachable demeanor. Particular emphasis is placed on the quality of advice provided and the personalized attention given to each client. Many clients commend the team’s ability to explain complex financial concepts in a clear and understandable manner, fostering a sense of confidence and trust. The firm’s commitment to providing free of charge initial consultations demonstrates a genuine desire to assist clients and build relationships. A recent conversation with Steve Johnson regarding pension options specifically highlighted his ability to provide good advice and a proposed course of action.

Key Features and Benefits

Accessibility is a core value at S Johnson Wealth Management LLP, as evidenced by the wheelchair-accessible facilities. This demonstrates a commitment to serving a diverse clientele. Personalized service is also paramount, with a focus on understanding individual client needs and developing tailored solutions. The firm's expertise in areas such as pension planning and investment management provides clients with confidence in their financial decisions. The firm’s dedication to providing free initial consultations removes barriers to entry and allows potential clients to experience the firm’s approach firsthand. Furthermore, the firm operates with a strong emphasis on trust and transparency, fostering long-term client relationships built on mutual respect.

Contact Information

To schedule an appointment or discuss your financial needs, please contact S Johnson Wealth Management LLP at 1213488900 or visit their website at sjohnsonwm.co.uk. You can also find them at 7 Meadow Cl, Streetly, Sutton Coldfield B74 3JE, United Kingdom.

S Johnson Wealth Management LLP is a reliable and trustworthy partner for individuals seeking expert financial guidance and support.

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👍 Reviews of S Johnson Wealth Management LLP

Brian C.

5/5

I spoke to Steve Johnson today regarding pension options. Steve provided me with very good advice and a proposed course of action to be taken. Steve is a very approachable person, his advice was provided on a free of charge basis for which I was very grateful. I would not hesitate in recommending Steve Johnson for all your financial planning and investment needs.

Joe B.

5/5

I had a great catch-up call today with Steve Johnson, which was long overdue, who I’ve known for many years from our previous dealings in the Business Insurance sector.

Now focussing on his work as an Independent Financial Advisor, Steve took the time for an informal chat to review my current situation.

Despite the conversation being friendly and relaxed, Steve offered genuinely helpful and unbiased advice, without any pressure or expectation of business.

His honesty and professionalism really stood out, just as they always have !

Even after my time working abroad in Qatar, it’s reassuring to know that people like Steve are still providing solid guidance with integrity.

Highly recommended for anyone seeking a trusted financial sounding board !

Patrick R.

5/5

Not a client, but having spoken to somebody who is they recommended that I give Steven Johnson a call to discuss the topic of pensions.

Having spoken with Steve twice, he is incredibly knowledgeable and very easy to communicate with. He provided me with a number of ideas and suggestions on things I could do with my pension to possibly make it more rewarding in the future.

I'd also like to add that he took my phone calls and provided all of this information unrecompensed. It goes a long when somebody does something like this without anything to gain in return.

Although I'm not a client, having interacted with Steve personally, I wouldn't hesitate to recommend him and his company to anyone who is seeking financial advice.

p.s., if you get the opportunity to speak to Steve then please do ask him about pound cost averaging. It should hopefully make his day!

Carl D.

5/5

Having spoken to Steve about my pensions, the guidance I received was clear and concise,
highlighting the things I needed to put in place and check up on with the provider.
Although he had nothing to gain from me at this point, Steve spent time with me on 2 occasions
going through all the “in and outs” of my pensions. I would have no concerns in recommending
S Johnson Wealth Management to any person looking for honest, impartial and easy to understand guidance.

Sheila H.

5/5

I've been benefiting from Steve's expertise for more than 20 years and have always had excellent advice and support. Steve and Martin are professional, experienced, very approachable and friendly. Finance isn't my forte but they always explain in ways I understand, and I learn more every time we meet.Highly recommended.

Dougald W.

5/5

I wouldn't hesitate to recommend the services offered by Martyn and Steve. In fact, I have actually done so! They are very professional, competent and thorough in the work they undertake and communicate with you in an open and friendly way. Both are very well qualified/knowledgable in their specialist areas and this is hugely reassuring. Having myself worked in the financial services sector a number of years, I know having all these qualities is a comparatively rare thing in the industry.

Donna N.

5/5

I have known Steve for many years, and have always found him and his son Martyn exemplary, I have found their financial advice has helped my financial portfolio grow. I would not hesitate in recommending them. On behalf of Patricia Nash

Midland C.

5/5

We have been dealing with Steve for nearly 30 years and have found him to be honest, down to earth and very easy to deal with. The same for Martyn, the next generation. Would recommend them without hesitation.