Stephen Elvin

Hello and thank you for looking at my profile. I have now been working in the finance industry since 2004. I pride myself in the ability to provide my clients with very clear and easy to understand financial advice. I am dedicated to ensuring that Stephen Elvin Wealth Management is truly independent, so that I am not only able to provide the very best service to my clients but also offer choice and access to every financial solution, providing you with a comprehensive and fair analysis of the relevant market. My company is built on a culture of providing open, honest and transparent advice with the view of forging a long term relationship with you as a client. I work from my office in Burnham on Sea and so can easily access North and South bound territories and I am happy to meet at a time and place that suits you, usually in your own home or place of work. An initial meeting is provided without charge (subject to travel parameters, otherwise Zoom may be more appropriate). At this meeting I will provide a full written explanation of my costs. More importantly, I will then take the time to find out about you and your goals and what you need help and advice with. I can then prepare any recommendations that I feel are suitable for you, while assessing the benefits and considering the costs of all the various options available. I am also part of a wider network as listed below who provide me and my clients with back office support and we span the whole of the UK. Stephen Elvin Wealth Management is a trading style of Stephen Elvin Independent Financial Planning Ltd which is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm reference number 487395. This can be verified by visiting The Financial Services Register. The FCA does not regulate Inheritance Tax Planning. For more detailed information of the different areas of advice I provide and how I will work with you, please visit www.stephenelvin.com. On a more personal note, I am married to Laura who also works alongside me providing my clients with whole of market mortgage advice. We have a daughter and son who I enjoy spending my free time with, alongside playing drums, running and keeping fit in general. I would be happy to answer any questions at no initial cost or obligation, so feel free to get in touch.