0330 038 8938
Based in Huddersfield
View locationChecks carried out by VouchedFor
FCA Regulated
Steven and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 11 March 2025
Steven and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Steven has not received any client reviews in the past 12 months
Steven has not received any reviews in the last 12 months
Steven has not received any client reviews in the past 12 months
Independent Financial Adviser
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.
Last checked: 02 December 2024
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.
2
Qualifications Uploaded
Steven has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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
Steven has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
12
Positive First Impressions
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Steven (based on 12 first impressions)
92% of users who are not yet clients had a positive first experience with Steven
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Steven (based on 12 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Steven and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 11 March 2025
Steven and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Steven has not received any client reviews in the past 12 months
Steven has not received any reviews in the last 12 months
Steven has not received any client reviews in the past 12 months
Independent Financial Adviser
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.
Last checked: 02 December 2024
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.
2
Qualifications Uploaded
Steven has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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
Steven has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
12
Positive First Impressions
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Steven (based on 12 first impressions)
92% of users who are not yet clients had a positive first experience with Steven
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Steven (based on 12 first impressions)
As Independent Financial Advisers based in Huddersfield and serving Yorkshire, we deal with every aspect of financial planning and can offer advice on saving and investing, retirement planning as well as personal protection and Mortgages. Our clients benefit from receiving local, trusted, knowledgeable advice; we offer completely independent financial advice covering the entire spectrum of financial products. We will work with you to make sure we find the right solution for you.
Offers available through VouchedFor
Contact Steven through VouchedFor and your initial 1 hour 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
Savings
Clients' level of financial expertise
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