0330 038 8942
Based in Bromsgrove
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: December, 2023
4.7 out of 5
Checks carried out by VouchedFor
FCA Regulated
Stephen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 27 March 2025
Stephen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
49
Recent Client Reviews
Stephen has received 49 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephen has received 49 client reviews in the past 12 months; 100% of these have been verified
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: 06 March 2025
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.
Qualifications Uploaded
Stephen has not yet added their qualifications to their profile
Qualifications not yet added
Stephen has not yet added their qualifications to their profile
Transparent Fees
Stephen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Stephen has provided information on their typical fees
Stephen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Stephen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 27 March 2025
Stephen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
49
Recent Client Reviews
Stephen has received 49 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephen has received 49 client reviews in the past 12 months; 100% of these have been verified
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: 06 March 2025
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.
Qualifications Uploaded
Stephen has not yet added their qualifications to their profile
Qualifications not yet added
Stephen has not yet added their qualifications to their profile
Transparent Fees
Stephen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Stephen has provided information on their typical fees
Stephen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
We offer a wide range of services to include Investment, Protection, Pensions, Savings, Tax Planning and Mortgages.
Offers available through VouchedFor
Contact Stephen 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 Stephen's clients
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Adviser Disclaimer
Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.