0330 038 8941
Based in Brentwood
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: November, 2019
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Steve is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steve's status
Last checked: 27 April 2025
Steve is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steve's status
19
Recent Client Reviews
Steve has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steve has received 19 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: 09 January 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
Steve has not yet added their qualifications to their profile
Qualifications not yet added
Steve has not yet added their qualifications to their profile
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
75% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 4 first impressions)
75% of users who are not yet clients had a positive first experience with Steve
75% 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 status: Certified by Firm
Steve is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steve's status
Last checked: 27 April 2025
Steve is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steve's status
19
Recent Client Reviews
Steve has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steve has received 19 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: 09 January 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
Steve has not yet added their qualifications to their profile
Qualifications not yet added
Steve has not yet added their qualifications to their profile
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
75% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 4 first impressions)
75% of users who are not yet clients had a positive first experience with Steve
75% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 4 first impressions)
It’s important for clients to understand they still have access to financial advice should they need it during these extraordinary circumstances. We are lucky that technology allows us to be able to continue to provide support to both new and existing clients where needed. I'm an Independent Financial Adviser with 30 years’ experience in the Financial Services industry. I provide a range of financial services and advice for my clients across London, Essex and the Southeast. Financial planning is a very personal matter and requires discretion and a personal approach. Every individual or business have different circumstances, ambitions and needs. What’s more, needs often change over time so I feel it is vital to have an adviser/client relationship that is conducive to building a financial plan that is unique and individually tailored to suit particular needs. I will work closely together with my clients to ensure that this remains the case in the future as needs change. Whether you’re looking to protect your loved ones or business, save/invest for the future, plan towards your retirement, or simply a business who needs help and support with Work Place pensions I can help you put your plans in place and ensure you understand what options are available to you. I am always happy to hold an initial meeting with new clients at my own cost to discuss your needs and tell you more about the services I offer. Any costs for advice or ongoing services will be discussed and agreed at this meeting.
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
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