Mark Stevens

We help you achieve the financial future you and your family aspire to, providing guidance, protection and peace of mind for the future of your wealth. We set ourselves apart by providing a highly personalised service, not a transactional one, specialising in legacy & intergenerational planning. Often this involves helping you navigate the financial pressures of supporting yourselves, children and elderly parents as well as investing for a better future for your family/children/grandchildren. I have worked in financial services for over 25 years and pride myself on building and maintain long-term relationships with my clients that are built on mutual trust and respect. I aim to simplify complex topics and provide a source of trusted advice as your financial needs evolve over the years. As a Partner Practice of St. James’s Place Wealth Management, my advice covers all areas of wealth management, including; Legacy & Inheritance Tax Planning, Retirement Planning, Savings & Investment Planning, Wealth Protection and I am a specialist in highly complex areas of Pension Planning. For businesses and their owners, I specialise in providing advice around Succession Planning, Business Protection and Employee Benefits, including auto-enrolment. I'm always happy to have a chat and I look forward to speaking to you. 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 29/10/2024