0330 038 8941
Based in Chelmsford
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status
Last checked: 11 May 2025
Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status
5
Recent Client Reviews
Stephen has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephen has received 5 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: 06 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.
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
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Stephen
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 7 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status
Last checked: 11 May 2025
Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status
5
Recent Client Reviews
Stephen has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Stephen has received 5 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: 06 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.
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
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Stephen
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 7 first impressions)
Stephen May is a Level 4 Diploma qualified adviser in Regulated Financial Planning and has over five years’ experience at Advance Wealth. He has passed exams in pensions, investments, tax and financial protection via the Chartered Insurance Institute and is also a Chartered Insurance Institute qualified mortgage adviser. Stephen’s background as Head of Technical Research at Advance Wealth means he is well placed to understand your financial planning needs and Advance Wealth’s values of individuality and integrity.
£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
Based on responses provided by clients who have reviewed this adviser
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