0330 038 8938
Based in Stamford
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, 2021
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Stephen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 18 April 2025
Stephen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Stephen has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephen has received 5 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: 17 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.
Qualifications Uploaded
Stephen has not yet added their qualifications to their profile
Qualifications not yet added
Stephen has not yet added their qualifications to their profile
Transparent Fees
Stephen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Stephen has provided information on their typical fees
Stephen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Stephen
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 7 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Stephen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 18 April 2025
Stephen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Stephen has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephen has received 5 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: 17 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.
Qualifications Uploaded
Stephen has not yet added their qualifications to their profile
Qualifications not yet added
Stephen has not yet added their qualifications to their profile
Transparent Fees
Stephen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Stephen has provided information on their typical fees
Stephen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Stephen
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 7 first impressions)
Stephen is a Director of CMIS IFA Ltd and a Chartered Financial Planner. He is also a Fellow of the Personal Finance Society. Stephen has been involved in personal financial services all of his working life, from retail banking and finance to in depth specialist advice and wealth management planning. Stephen has a long-term approach to financial planning whereby it is a mutual journey not just a quick-fix solution. The philosophy is building long-term relationships with clients throughout the highs and lows that life delivers - through in depth client knowledge, Stephen is able to advise and guide already understanding client goals and family or company situations. He is always at the end of the phone no matter what predicament you find yourself in. When Stephen is out of the office he enjoys fine wine and gastro dining, spending time with friends and family, keeping fit and most of all laughing out loud…! He is very fond of the sunshine and can often be found overseas both on the beach and under the water – scuba diving being one of his ultimate passions.
Offers available through VouchedFor
Contact Stephen through VouchedFor and your initial 30 minute 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 Stephen's clients
Based on responses provided by clients who have reviewed this adviser
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