0131 268 0014
Based in Lasswade
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2020
4.9 out of 5
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: 02 April 2025
Steven and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
Steven has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steven has received 14 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.
Last checked: 07 January 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.
1
Qualifications Uploaded
Steven has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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 not yet added their fees to their profile
Fees not yet added
Steven has not yet added their fees to their profile
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steven (based on 9 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
Steven and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 02 April 2025
Steven and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
Steven has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steven has received 14 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.
Last checked: 07 January 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.
1
Qualifications Uploaded
Steven has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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 not yet added their fees to their profile
Fees not yet added
Steven has not yet added their fees to their profile
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steven (based on 9 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)
At Guthrie Wealth Consultancy Ltd. we aim to provide personalised, friendly and clear face to face advice to help clients, both individual and corporate meet the financial challenges that life can throw at us. By providing bespoke solutions, tailored to each individuals specific needs, we can help to achieve financial peace of mind in today's uncertain world. Our advice and expertise covers includes, retirement planning, investment planning and protection for you, your family and business protection. A full range of our service is available at www.guthriewealthconsultancy.co.uk As an Associate Partner Practice of St. James's Place Wealth Management based in Edinburgh and Lothians, my emphasis is on maintaining long-term relationships with our clients and to provide you them with a source of trusted advice as their financial needs and objectives evolve over the years. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx
£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
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Adviser Disclaimer
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. The Associate Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the title ‘Partner/Partner Practice’ are marketing terms used to describe St. James’s Place representatives.