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

19 Jun 2025

What the Back to the Future ripple effect could teach you about financial planning

It’s been 40 years since Back to the Future delighted cinema-goers with its time-travelling adventure. Teenager Marty McFly... Read more

19 Jun 2025

9 stunning beaches to explore in the UK this summer

As the weather starts to get warmer, you might be dreaming of a day at the beach. Although we... Read more

19 Jun 2025

Two-thirds of homeowners could be “wildly undervaluing” their property

78% of homeowners don’t have a clear idea of how much their property is worth, according to a... Read more

19 Jun 2025

How to use the “gifting from income” rule to reduce your estate’s Inheritance Tax bill

According to a Citywire report, forecasts from the Office for Budget Responsibility (OBR) suggest the amount of Inheritance... Read more

19 Jun 2025

How technology could be harming your investment decisions

Technology has made it easier than ever to invest and review the performance of your portfolio. Yet, it... Read more

Broom Consultants
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