Steve Stobie

Steve Stobie

TNW Wealth Limited

Minimum savings/pensions: Over £50,000

0330 038 8940
Based in Newton-Abbot
View location

Verified since: March, 2025

4.7 out of 5

67 reviews


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)

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

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£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

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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