0203 551 0160
Based in New-Cross
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: February, 2020
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Steffan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steffan's status
Last checked: 17 March 2025
Steffan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steffan's status
16
Recent Client Reviews
Steffan has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steffan has received 16 client reviews in the past 12 months; 100% of these have been verified
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: 24 October 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.
1
Qualifications Uploaded
Steffan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Steffan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Steffan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Steffan has provided information on their typical fees
Steffan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
55
Positive First Impressions
98% of VouchedFor users have had a positive (4 or 5 star) first experience with Steffan (based on 55 first impressions)
98% of users who are not yet clients had a positive first experience with Steffan
98% of VouchedFor users have had a positive (4 or 5 star) first experience with Steffan (based on 55 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Steffan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steffan's status
Last checked: 17 March 2025
Steffan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steffan's status
16
Recent Client Reviews
Steffan has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steffan has received 16 client reviews in the past 12 months; 100% of these have been verified
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: 24 October 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.
1
Qualifications Uploaded
Steffan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Steffan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Steffan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Steffan has provided information on their typical fees
Steffan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
55
Positive First Impressions
98% of VouchedFor users have had a positive (4 or 5 star) first experience with Steffan (based on 55 first impressions)
98% of users who are not yet clients had a positive first experience with Steffan
98% of VouchedFor users have had a positive (4 or 5 star) first experience with Steffan (based on 55 first impressions)
Originally from Swansea, where I also graduated from University with a BA Hons in Business and Finance in 2013. Since then, I have solely worked in client facing roles in the financial services industry. These experiences have ranged from providing premier banking services for one of the world’s largest banks and their clients, providing independent protection advice for clients on an individual and corporate basis and since 2017 I have been a regulated financial adviser.
Offers available through VouchedFor
Contact Steffan 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 Steffan'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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