Steven Goode
Potter Financial Partners Ltd
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0330 038 8941
Based in Tring
View locationChecks 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: 05 April 2025
Steven and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Steven has not received any client reviews in the past 12 months
Steven has not received any reviews in the last 12 months
Steven has not received any client reviews in the past 12 months
Restricted Financial Adviser
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.
Last checked: 31 March 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
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
16
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steven (based on 16 first impressions)
100% of users who are not yet clients had a positive first experience with Steven
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steven (based on 16 first impressions)
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: 05 April 2025
Steven and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Steven has not received any client reviews in the past 12 months
Steven has not received any reviews in the last 12 months
Steven has not received any client reviews in the past 12 months
Restricted Financial Adviser
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.
Last checked: 31 March 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
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
16
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steven (based on 16 first impressions)
100% of users who are not yet clients had a positive first experience with Steven
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steven (based on 16 first impressions)
With considerable experience in the Financial Services industry, I strongly believe that clients need and deserve contact and advice on an ongoing basis. To that end I strive to develop ways of engaging with clients. This has included my working towards BSL qualifications to allow me to communicate and work closely with those in the Deaf community. It becomes of utmost importance that bespoke advice is provided for clients to achieve their goals and more importantly that these plans are regularly reviewed to ensure that they remain current and suitable. Due to my strong client focus and their personal needs, I build my clientele solely on referrals, both from my private clients and from other long-standing professional relationships. My clients are always keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received. 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 05/09/2024
£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
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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SJP Approved 17/02/2025