• RegDipFP – Regulated Diploma in Financial Planning (DipPFS)
    This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

Chartered Insurance Institute

Member of the Personal Finance Society

As a member, I am part of a professional body that is well-known and respected by employers, regulators, and my professional peers.

Member, Society of Mortgage Professionals

The Society of Mortgage Professionals (part of the Chartered Insurance Institute Group) is a community of practice for mortgage professionals that aims to raise the levels of professional knowledge and technical competence, and to assist members in their personal career development at all levels of experience.

Johanna Rooney

Financial Planner

Johanna has worked within the financial planning industry for more than 15 years. Johanna began her career in high street banking, before moving to an independent financial adviser role in 2014.

Johanna specialises in providing people with knowledge around their investment, retirement and mortgage options. Johanna’s aim is to bring these complex financial planning areas to life for people in a way that they will understand.

For Johanna, financial planning is about helping her clients put the right plans in place to achieve their short, medium and long-term goals, breaking down the jargon and giving clients reassurance and peace of mind.

With attention to detail Johanna has a passion for staying up to date with industry thinking which enables her to give the most accurate and relevant advice. She is also a member of Women in Banking and Finance. Johanna is articulate and it is this quality that allows her to explain financial jargon in easy terms for her clients, helping them come to terms with the situation at hand and understand their options fully. Johanna’s qualities have given her the ability to build long-term relationships with her clients.

Reviews and Ratings for Financial adviser Johanna Rooney, Belfast


Outside of work

Away from the office, Johanna enjoys spending time with her family and friends. Her favourite way to unwind is to go for a walk with her partner and their miniature schnauzer, Nellie followed by a takeaway.

Johanna also loves to travel and experience new countries and their cultures. Her dream holiday location is Thailand where she previously visited. Fun fact: Johanna had never eaten Thai food before going to Thailand and after trying it there, she has never looked back.

In the quieter moments, Johanna loves nothing more than sitting down to read a good chick lit novel. Her favourite book of all time would have to be ‘Me before you’ by JoJo Moyes.

In the spotlight

My proudest moment as an IFA was…

Learning that clients see the value in my work and understand the passion I have – enough to recommended me to their family and friends.

The things I love most about my job are…

The responsibility of finding the best solution for my client’s circumstances, breaking down the jargon barriers and helping clients understand complex products in plain English, and working alongside like-minded individuals.

The types of people I most enjoy working with are…

Passionate, motivational, and accountable.

Get in touch

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