Financial Adviser

Mark Johnson

Qualifications

The Certified Financial Planner (CFP) accreditation is recognised globally as the gold standard for financial planning professionals. It is awarded by the Chartered Institute for Securities and Investment (CISI) and is only granted where the holder can demonstrate they meet rigorous international competency, ethical and professional practice standards.
Important information
Qualifications

Qualifications

  • FPC (Financial Planning Certificate)

    A recognition offered by the Chartered Insurance Institute in the United Kingdom. Individuals who hold this qualification have satisfied coursework and testing requirements set by the organisation.

  • CertCII (Life and Pensions) Certificate in Financial Planning (Life & Pensions route)

    The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

  • DipPFS (Diploma in Financial Planning)

    This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.
FCA Register
Statement of Professional Standing
Fun fact about Mark

Mark rode “two-up” on a 9-horsepower Vespa from the UK to Holland, Czechoslovakia, Austria, Germany, Luxembourg and Belgium, camping at the side of the road.

On the job

Mark has more than 40 years of experience in financial services, having worked with both individual clients and multinational companies. Now, he focuses on pre- and post-retirement planning for individuals, primarily those aged 40 to 80, and looking to maximise their options now and in later life.

Life beyond work

Mark is passionate about family life and has a real love for motorcycle touring.

Things Mark likes

Honesty

Integrity

Loyalty

Compassion

Consideration

Things Mark dislikes

Pineapple on pizza

Bagpipes

Jazz

Flies near food

Our Team

The team you can count on

John Broom

Director and Financial Adviser

Leanne Greenfield

HR Manager and Director

Darren Henry

Chief Financial Officer and Board Director

Andy Johnson

Financial Adviser and Board Director

Elaine Crispin

Administrator

Melanie Graves

Compliance Manager

Philip Holdstock

Compliance Administrator

Rachel Sargeant

Paraplanner

John Broom

Director and Financial Adviser

Leanne Greenfield

HR Manager and Director

Darren Henry

Chief Financial Officer and Board Director

Andy Johnson

Financial Adviser and Board Director

Elaine Crispin

Administrator

Melanie Graves

Compliance Manager

Philip Holdstock

Compliance Administrator

Rachel Sargeant

Paraplanner

Resources

The latest insights and updates

Read more blogs

15 May 2025

The compounding effect: How it could boost or harm your finances

When a 1920s ad referred to compound interest as “the eighth wonder of the world”, the quote was... Read more

12 May 2025

Key financial planning challenges couples face and how we could solve them

Creating a financial plan can seem complicated, especially if you need to take into account your partner’s views,... Read more

12 May 2025

Why tariffs and a trade war could mean your mortgage interest rate rises

As inflation stabilised following a period of prices rising more rapidly than usual, there were expectations that the... Read more

12 May 2025

Why investor fear and anxiety play a role in market volatility

2025 has already been eventful for investors. Many factors are influencing market volatility, and one cause you might... Read more

12 May 2025

Financial protection: The key options that could protect your lifestyle and family

Financial protection could provide you with a cash boost when you need it most, and there’s more than... Read more

Broom Consultants
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