0330 038 8942
Based in Darlington
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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.
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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).
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