Steven Jarzyna

Steven Jarzyna

SMJ Financial Planning Ltd

Minimum savings/pensions: Any amount

0330 038 8941
Based in Heywood
View location

Top Rated 2025
Verified since: February, 2024

5 out of 5

74 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 26 March 2025

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

  • 41

    Recent Client Reviews

    Verified reviews: 100%

    Steven has received 41 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 03 February 2025

    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.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

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

  • Transparent Fees

    Fees not yet added

    Steven has not yet added their fees to their profile

  • 9

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Steven

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steven (based on 9 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 26 March 2025

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

  • 41

    Recent Client Reviews

    Verified reviews: 100%

    Steven has received 41 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 03 February 2025

    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.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

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

  • Transparent Fees

    Fees not yet added

    Steven has not yet added their fees to their profile

  • 9

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Steven

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steven (based on 9 first impressions)

With over 27 years’ experience in the financial services industry, I have the knowledge and experience to offer high quality financial advice across all financial planning areas specializing in retirement planning, and investment planning. I take pride in offering professional and clear advice. I enjoy building long term relationships with my clients, helping them achieve their goals, and being there to assist them as their needs change throughout their lives. Steven is the Director of SMJ Financial Planning Ltd, an appointed representative of M&G Wealth. We advise on a range of products from Prudential and other carefully selected providers. This is known as a restricted advice service.

£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

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