Kenny Stevenson

Kenny Stevenson

Forvis Mazars

Minimum savings/pensions: Over £250,000

0131 268 0014
Based in Edinburgh
View location

Top Rated 2025
Verified since: June, 2020

4.8 out of 5

91 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 24 April 2025

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

  • 31

    Recent Client Reviews

    Verified reviews: 100%

    Kenny has received 31 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 19 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.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

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

  • Transparent Fees

    Fees not yet added

    Kenny has not yet added their fees to their profile

  • 5

    Positive First Impressions

    80% of users who are not yet clients had a positive first experience with Kenny

    80% of VouchedFor users have had a positive (4 or 5 star) first experience with Kenny (based on 5 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 24 April 2025

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

  • 31

    Recent Client Reviews

    Verified reviews: 100%

    Kenny has received 31 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 19 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.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

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

  • Transparent Fees

    Fees not yet added

    Kenny has not yet added their fees to their profile

  • 5

    Positive First Impressions

    80% of users who are not yet clients had a positive first experience with Kenny

    80% of VouchedFor users have had a positive (4 or 5 star) first experience with Kenny (based on 5 first impressions)

Kenny has over 10 years’ experience as a Financial Adviser working for National and International firms advising both Private Clients and Business Owners. He works closely with clients to understand where they are now, identify what they want to achieve in the future and then help them create a plan that can evolve with them (and their business if relevant) over time. Getting to know a client, being able to adapt to their changing needs and understanding the challenges of running a business are key to creating a strong long-term relationship. Expertise - Kenny is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He has a wealth of experience helping individuals, families and business owners with all aspects of their financial planning; including cash-flow planning, pensions & retirement planning, personal & business protection, succession planning, and Long term Care.

£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 Kenny's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Savings

Clients' level of financial expertise

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Adviser Disclaimer

Forvis Mazars Financial Planning Limited Forvis Mazars Financial Planning Limited is registered in England and Wales with registered number 3172233 and with its registered office at 30 Old Bailey, London EC4M 7AU. Forvis Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Forvis Mazars Financial Planning Limited is a wholly owned subsidiary of Forvis Mazars LLP, the UK firm of Forvis Mazars Group, a leading global professional services network.