Stephen Waite

Stephen Waite

Attivo Financial Ltd

Minimum savings/pensions: Over £250,000

0330 038 8942
Based in Darlington
View location

Top Rated 2025
Verified since: November, 2023

4.6 out of 5

21 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 17 February 2025

    Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status

  • 12

    Recent Client Reviews

    Verified reviews: 100%

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

  • Independent Financial Adviser

    Last checked: 13 February 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

    Qualifications not yet added

    Stephen has not yet added their qualifications to their profile

  • Transparent Fees

    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 status: Certified by Firm

    Last checked: 17 February 2025

    Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status

  • 12

    Recent Client Reviews

    Verified reviews: 100%

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

  • Independent Financial Adviser

    Last checked: 13 February 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

    Qualifications not yet added

    Stephen has not yet added their qualifications to their profile

  • Transparent Fees

    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

Stephen is a Financial Planner and joined Attivo in 2022. He is a Certified Financial Planner and Chartered Fellow (Financial Planning) of the Chartered Institute for Securities & Investment, (CISI).

£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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