Joel Stevens
Totally Financial Planning
Minimum savings/pensions: Over £50,000
Minimum mortgage: Over £100,000
Unavailable for contact through VouchedFor
Based in Coventry
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Hi, I'm Joel. I'm an Independent Financial Adviser based in Coventry. I help you look after your wealth, living a generous and impactful life using your money to fuel the adventure. I am a trusted, long-term financial teammate that can help you align your money with what really matters most. I promise to always be on your side, give you the truth, teach you well and cheer you on to see you win. I offer investment planning, cash flow management, giving strategies, retirement planning, and insurance/ protection advice. If you'd like to see how I can help you, email me at joel.stevens@2plan.com You can also follow me on: www.joelstevens.co.uk linkedin.com/in/stevensjoel Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help with everything from buying your first property, to remortgaging, or funding investment in property. Warning: YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Most Buy to Let mortgages are not regulated by the Financial Conduct Authority.
£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).
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