Stephen Waite

Stephen Waite

Attivo Financial Ltd

Minimum savings/pensions: Over £250,000

0330 038 8942
Based in Darlington
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Top Rated 2026
Verified since: November, 2023

4.7 out of 5

62 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 17 April 2026

    Stephen is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephen's status

  • 38

    Recent Client Reviews

    Verified reviews: 100%

    Stephen has received 38 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 12 February 2026

    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.

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    Qualifications not yet added

    Stephen has not yet added their qualifications to their profile

  • Transparent Fees

    Stephen has provided information on their typical fees

    Stephen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

Stephen is a Financial Planner and joined Attivo in 2022. He is a Certified Financial Planner and Chartered Fellow (Financial Planning) of the Chartered Institute for Securities & Investment, (CISI).