0330 038 8939
Based in Newcastle-upon-Tyne
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: December, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Steven is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steven's status
Last checked: 26 March 2025
Steven is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steven's status
21
Recent Client Reviews
Steven has received 21 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steven has received 21 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: 22 April 2025
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.
Qualifications Uploaded
Steven has not yet added their qualifications to their profile
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Steven has not yet added their qualifications to their profile
Transparent Fees
Steven has not yet added their fees to their profile
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Steven has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Steven is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steven's status
Last checked: 26 March 2025
Steven is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steven's status
21
Recent Client Reviews
Steven has received 21 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steven has received 21 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: 22 April 2025
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.
Qualifications Uploaded
Steven has not yet added their qualifications to their profile
Qualifications not yet added
Steven has not yet added their qualifications to their profile
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
Steven joined the Wealth Management team in December 2005 having previously worked for both Aviva and Zurich. He has over 30 years experience in the Financial Services sector and brings a great deal of experience to the team. Steven advises both business and individual clients on all areas of financial planning, including investments, protection and tailor made retirement solutions.
£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
Azets Wealth Management is a trading style of Azets Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Registered Office: Bulman House, Regent Centre, Gosforth, Newcastle upon Tyne, NE3 3LS. Company Number 05674020. Incorporated in England. Azets Wealth Management Limited is a subsidiary of Azets Holdings Limited.