0117 295 7680
Based in Bristol
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, 2022
5 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: 28 April 2025
Steve is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steve's status
16
Recent Client Reviews
Steve has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steve has received 16 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: 25 April 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.
6
Qualifications Uploaded
Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates 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
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 9 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 9 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: 28 April 2025
Steve is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Steve's status
16
Recent Client Reviews
Steve has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Steve has received 16 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: 25 April 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.
6
Qualifications Uploaded
Steve has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates 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
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Steve (based on 9 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 9 first impressions)
I am a founding partner of The Aspire Partnership, a Chartered financial planning firm based in Bristol, working as a Certified and Chartered Financial Planner. My passion is preserving my clients’ wealth now and for the next generation. I have a great eye for detail and more than 30 years of technical experience in advanced pension work. I have an emphasis on long-term, objective-based financial planning in preference to short-term trends, meaning my clients have clarity on how their hard-earned cash can best work for them and their loved ones. At The Aspire Partnership, we add value by understanding you and your needs. We offer financial planning and give strategic investment advice by looking at the facts and creating solutions that use a common-sense approach. Our team of independent financial planners and our partners take pride in what they do. We work with a range of clients, including those who are business owners, in retirement, going through a divorce, or seeking advice on insurance or equity release. We specialise in turning your thoughts into a financial plan. Nothing is hidden. The cost of managing your money is clear and transparent. Get in touch today to see how we can help you.
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
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Adviser Disclaimer
Authorised and regulated by the Financial Conduct Authority – Ref. No. 518833. Registered in England. Limited Liability Partnership No. OC351804.