0330 038 8940
Based in Sevenoaks
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, 2013
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Steven and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 February 2025
Steven and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Steven has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steven has received 10 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: 16 December 2024
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
Steven has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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 not yet added their fees to their profile
Fees not yet added
Steven has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Steven and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 February 2025
Steven and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Steven has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steven has received 10 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: 16 December 2024
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
Steven has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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 not yet added their fees to their profile
Fees not yet added
Steven has not yet added their fees to their profile
If you would like to work with a firm that is more interested in you than your money ; read on. We exist to help people enjoy life with the peace of mind that they have long-term plans to support their lifestyle. Our consultancy services will help you become financially better organised using strategies that have been proven to work. In partnership, we will help you navigate life's inevitable transitions, retire successfully and adapt to changes as they occurr. We hold advanced level of professional qualifications and come highly recommended from a growing and loyal client base. Please feel free to get in touch for an initial chat without obligation. Steve and the Strategic Team.
Offers available through VouchedFor
Contact Steven 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 Steven's clients
Based on responses provided by clients who have reviewed this adviser
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