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Based in Sale
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: October, 2021
5 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: 15 March 2025
Steven is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steven's status
29
Recent Client Reviews
Steven has received 29 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steven has received 29 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: 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.
4
Qualifications Uploaded
Steven has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Steven has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Steven has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Steven has provided information on their typical fees
Steven has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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: 15 March 2025
Steven is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steven's status
29
Recent Client Reviews
Steven has received 29 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steven has received 29 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: 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.
4
Qualifications Uploaded
Steven has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Steven has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Steven has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Steven has provided information on their typical fees
Steven has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I am a Chartered Financial Planner, I have been providing independent financial planning advice for 28 years, I am an expert on Cash Flow Financial Planning having used this extensively since I started advising, I provide clients with a clear picture of their short term and long-term financial future, which is reviewed annually, as part of a structured process to ensure that with changes in personal circumstances, taxation and legislation that the plan remains robust, this provides clients with absolute peace of mind. As such the detailed cash flow plan is the cornerstone of any product or investment advice and provides my customers with a clear and transparent view of their financial future. As a Chartered Financial planner, I can provide comprehensive advice on all areas of financial planning including Pension planning, retirement planning, investment advice and estate planning. Please do not hesitate to contact me, I look forward to hearing from 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).
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Adviser Disclaimer
I am a regulated chartered financial planner, regulated by the Financial Conduct Authority. All my advice is independent and whole of market, investments other than cash by their very nature can and do fluctuate in value and past performance of investments is not a guide to the future.