Steve Shovlin
Armstrong Watson Financial Planning & Wealth Management
Minimum savings/pensions: Over £100,000
0330 038 8941
Based in Carlisle
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: March, 2019
4.8 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: 05 April 2025
Steve is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steve's status
16
Recent Client Reviews
Steve has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steve has received 16 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: 25 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.
1
Qualifications Uploaded
Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Steve has not yet added their fees to their profile
Fees not yet added
Steve has not yet added their fees to their profile
23
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 23 first impressions)
100% of users who are not yet clients had a positive first experience with Steve
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 23 first impressions)
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: 05 April 2025
Steve is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steve's status
16
Recent Client Reviews
Steve has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steve has received 16 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: 25 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.
1
Qualifications Uploaded
Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Steve has not yet added their fees to their profile
Fees not yet added
Steve has not yet added their fees to their profile
23
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 23 first impressions)
100% of users who are not yet clients had a positive first experience with Steve
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 23 first impressions)
Please check out my reviews as my client's comments will tell you all you need to know. I provide Independent Financial Planning advice to individuals and business owners in the areas of Investing, Retirement Planning, Inheritance Tax as well as Personal and Business Protection. I’m committed to providing the best possible advice, service and support to clients and businesses, focusing on maintaining long-term, trusted relationships via a common sense, personalised approach. Armstrong Watson Financial Planning & Wealth Management is a Chartered firm and part of the wider Armstrong Watson group, with offices across Cumbria, Yorkshire, Northumberland and Scotland which means that where relevant, I am able to work with other specialists from the accountancy, tax and business advisory areas to ensure that solutions are tailored specifically to your circumstances. Visit our website to read our latest news articles, client testimonials and download our quarterly magazine.
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
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