Stephen Dawson

Stephen Dawson

Gritstone Financial Planning Limited

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0114 230 0684
Based in Sheffield
View location

Top Rated 2025
Verified since: November, 2021

4.9 out of 5

24 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 11 April 2025

    Stephen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    Stephen has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 25 February 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Stephen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Stephen has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 11 April 2025

    Stephen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    Stephen has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 25 February 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Stephen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Stephen has not yet added their fees to their profile

I have worked in financial services for over 35 years. Our business is based in Sheffield, but operates nationally. We believe in providing professional advice to all, regardless of circumstances. Situations we have helped people with include: - Advising people with debt - Planning pensioners' retirement income - Obtaining mortgages for house purchases - Supporting Directors in structuring their business and personal finances - Using trusts to secure assets for family members Our emphasis is on maintaining a long-term relationship with our clients and to provide them with a source of trusted advice as their financial needs evolve over the years. The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 28/06/2023

£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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