0330 038 8940
Based in Worcester
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: January, 2025
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Steve and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 April 2025
Steve 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
Steve has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steve has received 13 client reviews in the past 12 months; 100% of these have been verified
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: 16 January 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.
1
Qualifications Uploaded
Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Steve has not yet added their fees to their profile
Fees not yet added
Steve has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Steve
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 4 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Steve and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 April 2025
Steve 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
Steve has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steve has received 13 client reviews in the past 12 months; 100% of these have been verified
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: 16 January 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.
1
Qualifications Uploaded
Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Steve has not yet added their fees to their profile
Fees not yet added
Steve has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Steve
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 4 first impressions)
With over 11 years experience within the Financial Services Industry, I offer all of my clients a totally personalised and professional service in all aspects of their Financial requirements including Pensions, Investments, Inheritance tax planning, Mortgages and Protection. About me personally, I have 2 children and 2 Step Children and enjoy spending time on days out with them, as well as going to the gym. 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. 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 16/01/2025
Offers available through VouchedFor
Contact Steve 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 Steve's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
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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Adviser Disclaimer
Steve Maybury Financial Planning Ltd 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).