Stephen Elvin

Stephen Elvin

Stephen Elvin Wealth Management

Minimum savings/pensions: Over £250,000

0330 038 8938
Based in Burnham-on-Sea
View location

Top Rated 2025
Verified since: November, 2022

4.9 out of 5

115 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 21 February 2025

    Stephen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    Stephen has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 13 January 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.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Stephen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Stephen has not yet added their fees to their profile

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Stephen

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 3 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 21 February 2025

    Stephen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    Stephen has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 13 January 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.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Stephen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Stephen has not yet added their fees to their profile

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Stephen

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 3 first impressions)

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.

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

Based on responses provided by clients who have reviewed this adviser

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