0330 038 8941
Based in Brentwood
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2019
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Steve is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steve's status
Last checked: 27 March 2025
18
Recent Client Reviews
Steve has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 January 2025
Qualifications Uploaded
Steve has not yet added their qualifications to their profile
Qualifications not yet added
Transparent Fees
Steve has not yet added their fees to their profile
Fees not yet added
4
Positive First Impressions
75% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 4 first impressions)
75% of users who are not yet clients had a positive first experience with Steve
Checks carried out by VouchedFor
FCA status: Certified by Firm
Steve is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steve's status
Last checked: 27 March 2025
18
Recent Client Reviews
Steve has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 January 2025
Qualifications Uploaded
Steve has not yet added their qualifications to their profile
Qualifications not yet added
Transparent Fees
Steve has not yet added their fees to their profile
Fees not yet added
4
Positive First Impressions
75% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 4 first impressions)
75% of users who are not yet clients had a positive first experience with Steve
It’s important for clients to understand they still have access to financial advice should they need it during these extraordinary circumstances. We are lucky that technology allows us to be able to continue to provide support to both new and existing clients where needed. I'm an Independent Financial Adviser with 30 years’ experience in the Financial Services industry. I provide a range of financial services and advice for my clients across London, Essex and the Southeast. Financial planning is a very personal matter and requires discretion and a personal approach. Every individual or business have different circumstances, ambitions and needs. What’s more, needs often change over time so I feel it is vital to have an adviser/client relationship that is conducive to building a financial plan that is unique and individually tailored to suit particular needs. I will work closely together with my clients to ensure that this remains the case in the future as needs change. Whether you’re looking to protect your loved ones or business, save/invest for the future, plan towards your retirement, or simply a business who needs help and support with Work Place pensions I can help you put your plans in place and ensure you understand what options are available to you. I am always happy to hold an initial meeting with new clients at my own cost to discuss your needs and tell you more about the services I offer. Any costs for advice or ongoing services will be discussed and agreed at this meeting.
Offers available through VouchedFor
Contact Steve through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Steve's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
Review
by a verified client in Hertfordshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Provided for already by prev company
How has Steve Green helped you?
Understand the financial market and advise on future planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No issues at all
Review
by a verified client in Norfolk
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension
How has Steve Green helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing he’s on the money
Review
by a verified client in Essex
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice on how to save for my retirement and where to invest my savings for that.
How has Steve Green helped you?
By helping me to know my exact outgoings and and what income I would need to retire to have a decent standard of living and how to achieve that .
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don’t think anything better could have been done. I saw a good result from what Steve Green had suggested I did.
Review
by a verified client in Essex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was concerned that my pension at the time was not performing as it previously had been due to a change in provider. I wanted to make sure that I had adequate funds to support my retirement, once I reached retirement age or was able to take early retirement
How has Steve Green helped you?
From the initial consultation to establish not only my pension requirements, but also my partners pension requirements, Steve has provided us with secure pension options. On-going annual reviews to ensure that my pension is performing as is should, and advising of any changes, and areas to be reviewed where required. I have also recommended Steve to a close friend to deal with her pension requirements, and is now a client of his. I have no hesitation in recommending Steve to close family and friends.
Have you seen the outcome you were hoping for?
I have been able to take early retirement, and take out a lump sum as well as an on-going monthly pension. I would not have been able to do this had I not sought the services of Steve Green Financial Services. I am more that satisfied that Steve's advice and help had enabled me to do this.
What could they have done better?
Nothing.
Review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Through a company I used for.
How has Steve Green helped you?
In all aspects of my pensions & finances.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
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