0330 038 8940
Based in Newton-Abbot
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 14 March 2025
Steve and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Steve has not received any reviews in the last 12 months
Steve has not received any client reviews in the past 12 months
Independent Financial Adviser
Last checked: 12 March 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.
3
Qualifications Uploaded
3 qualification certificates available to view
Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Steve has provided information on their typical fees
Steve has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
67% of users who are not yet clients had a positive first experience with Steve
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 3 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 14 March 2025
Steve and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Steve has not received any reviews in the last 12 months
Steve has not received any client reviews in the past 12 months
Independent Financial Adviser
Last checked: 12 March 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.
3
Qualifications Uploaded
3 qualification certificates available to view
Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Steve has provided information on their typical fees
Steve has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
67% of users who are not yet clients had a positive first experience with Steve
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 3 first impressions)
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.
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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