Steven Burgess

Steven Burgess

Fortis Financial Planning Ltd

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0330 038 8942
Based in Guildford
View location

Top Rated 2025
Verified since: June, 2020

4.9 out of 5

122 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 20 March 2025

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

  • 17

    Recent Client Reviews

    Verified reviews: 100%

    Steven has received 17 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 11 November 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • Qualifications Uploaded

    Qualifications not yet added

    Steven has not yet added their qualifications to their profile

  • Transparent Fees

    Steven has provided information on their typical fees

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

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 20 March 2025

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

  • 17

    Recent Client Reviews

    Verified reviews: 100%

    Steven has received 17 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 11 November 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • Qualifications Uploaded

    Qualifications not yet added

    Steven has not yet added their qualifications to their profile

  • Transparent Fees

    Steven has provided information on their typical fees

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

I have been in the financial services industry for over 10 years. Working in various roles that include advising on company / individual health insurance, protection insurance, mortgages and wealth management. At Fortis I love the difference we can make in someone's life whether that is buying their first home or planning their retirement and making sure money wont run out. Being able to enjoy their hard work and build up of wealth. The financial planning is a long term relationship with clients to make sure the plan stays on track no matter what life throws at you. We pride ourselves on being part of that and truly value the relationships we have with all of our clients. I have a young family and I know how important it is to keep them protected and plan for the future because it will come round quick! Get help with your inheritance tax planning and understanding the tax implications of the estate you leave or accessing an inheritance you have received. Warning: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Estate Planning is not regulated by the Financial Conduct Authority. Get help to understand the best level of life, critical illness and income cover for you. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help with everything from buying your first property, to remortgaging, or funding investment in property. Warning: YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Most Buy to Let mortgages are not regulated by the Financial Conduct Authority. Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

Offers available through VouchedFor

Contact Steven through VouchedFor and your initial 30 minute 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 Steven's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Mortgage value

Savings

Clients' level of financial expertise

Reviews of Steven

Are you a client of Steven? Write your own review

No reviews matching your filter selections.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.