0330 038 8940
Based in Newton-Abbot
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 14 March 2025
Recent Client Reviews
Steve has not received any reviews in the last 12 months
Independent Financial Adviser
Last checked: 12 March 2025
3
Qualifications Uploaded
3 qualification certificates available to view
Transparent Fees
Steve has provided information on their typical fees
3
Positive First Impressions
67% of users who are not yet clients had a positive first experience with Steve
Checks carried out by VouchedFor
FCA Regulated
Last checked: 14 March 2025
Recent Client Reviews
Steve has not received any reviews in the last 12 months
Independent Financial Adviser
Last checked: 12 March 2025
3
Qualifications Uploaded
3 qualification certificates available to view
Transparent Fees
Steve has provided information on their typical fees
3
Positive First Impressions
67% of users who are not yet clients had a positive first experience with Steve
Hi. I’m Steve Stobie. I’ve been a Financial Adviser since 2007, specialising in advising clients in relation to their Pensions, Savings and Investments. I have over 25 years’ experience in the financial services industry spanning across pensions, investments, protection and mortgages. I am passionate about helping my clients to realise their personal and financial aspirations throughout their lifetime. I work at TNW Wealth, who are a well-established, Independent firm of Financial Advisers based just outside of Newton Abbot, and are part of the Valid Path network. We are a dedicated team of professional and experienced financial advisers, who are comfortable advising our clients in all areas of financial planning. I believe that the best financial advice comes through putting together a financial plan with you. By working together with you to find out where you are in your life currently, and what you have; and then understanding where you want to be; and what you want to achieve moving forwards; we can put together a financial plan to show you how you can achieve your goals. I can then work with you on an ongoing basis, to help you stay on track and make your plans a reality. It's all about You. Your Money. Your Plans. Your Future. To take that first step towards making that future a reality, please do contact me and I will be very happy to talk to you on an entirely non-obligatory basis, to see how I might be able to help.
Offers available through VouchedFor
Contact Steve 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 Steve'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
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Devon
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Surplus cash available from various sources over several years that needed professional financial advice for investment.
How has Steve Stobie helped you?
Always available, always thorough in his research and always clear in his recommendations.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing. I have always been very happy with the service from Pension Drawdown Ltd since transferring to them in 2012, and with Steve Stobie's personal service since taking on my finance affairs with the company in 2022.
Review
by a verified client in Bristol
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to explore the possibility of being about to transfer the fund value of my Final Salary Pension with a previous employer.
How has Steve Stobie helped you?
Steve Stobie has been very helpful, giving complete and comprehensive advise every step of the way through the process of the transfer.
Have you seen the outcome you were hoping for?
Yes, I am happy that I was able to transfer my Final Salary Pension into an investment portfolio with The Pension Drawdown Company.
What could they have done better?
I don't feel that anything could have been done better, I feel that it is important to be confident with the advice and knowledge of your financial adviser and felt that Steve was very clear on the whole process.
First impression
by a VouchedFor user
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Please provide a brief comment about your experience with Steve
He didn' reply.
Review
by a verified client in East Sussex
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and house selling
How has Steve Stobie helped you?
Explaining my options in detail, advising on my draw down pension and investments.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, I was very pleased with the clarity of Steve’s advice
Review
by a verified client in Devon
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was coming up to the age of 55, and wanted to explore options with regard to my occupational Final Salary pension scheme
How has Steve Stobie helped you?
Steve has been balanced & attentive, taking into account all of my financial circumstances & changing needs, but on the run ups to, & following my resignation/retirement form my previous employer.
Have you seen the outcome you were hoping for?
Yes - comprehensive advice received over a 3 year period, culminating in an outcome which better suits my financial needs & circumstances
What could they have done better?
Not sure - really happy with the process
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Adviser Disclaimer
Registered Office: 37 Strawberry How Road, Cockermouth, CA13 9ZD Registered in England and Wales 15413491 TNW Wealth Limited is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107