0330 038 8940
Based in Calne
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FCA Status: Pending
Checks for Stephen and/or the firm they work for (or are appointed representatives of) are currently pending
This check is pending
Checks for Stephen and/or the firm they work for (or are appointed representatives of) are currently pending
10
Recent Client Reviews
Stephen has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephen has received 10 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 May 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.
2
Qualifications Uploaded
Stephen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Stephen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Stephen has not yet added their fees to their profile
Fees not yet added
Stephen has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Status: Pending
Checks for Stephen and/or the firm they work for (or are appointed representatives of) are currently pending
This check is pending
Checks for Stephen and/or the firm they work for (or are appointed representatives of) are currently pending
10
Recent Client Reviews
Stephen has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephen has received 10 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 May 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.
2
Qualifications Uploaded
Stephen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Stephen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Stephen has not yet added their fees to their profile
Fees not yet added
Stephen has not yet added their fees to their profile
I get huge satisfaction from helping clients achieve their long-term aims and reducing any anxiety from their affairs. It’s a partnership, working together for the long term. I love the variety of people I get to deal with and their different needs and priorities; No one client is the same. It is very rewarding using my knowledge and expertise to help people achieve their goals and aspirations in life. I am a Chartered Financial Planner, widely accepted as the gold standard qualification within our profession. I've been providing financial planning advice for 3 years and I have decades of financial service experience prior to that.
Offers available through VouchedFor
Contact Stephen 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 Stephen's clients
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